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Hello. We are KW Wealth.

People often ask what sets us apart. Luckily, that’s an easy question to answer - it’s our people and the way we do things.  All our team understand just how important your wealth is to you.

We are a wealth management firm with a simple goal: To protect and grow our clients’ wealth.

We serve private individuals, charities, trustees, institutions and professional intermediaries. We provide wealth planning and advice, we manage investment portfolios and use our own research team to choose investments which we think are right for our clients.

Above all else, we’re a people business, and the best way to find out more is to chat to us – so please feel free to get in touch. We’ll be delighted to hear from you, and to introduce ourselves personally.

It’s your money. You earned it. We are here to ensure that you can use it to have the lifestyle you want.

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Your Money

Our clients typically need our expertise when thinking about their long term plans, including looking after their family and eventual retirement, or when they come into wealth from selling a business, inheriting money or property, or having built up pension assets. If you’re in one of these situations, or possibly a coupl...

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You’ve worked hard to build your business. To make sure your clients receive the highest level of professional advice and service they deserve. Having done that, you need an investment manager who is right for your clients.  One who delivers performance that you can rely on. Who treats you as a true business partner....

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We specialise in the management of surplus cash funds for institutions, both on a discretionary and an advisory basis. KW Institutional works with some of the UK’s largest building societies, universities, charities and friendly societies. We focus on client specific investment solutions to meet your individual objective...

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Helping your employees is not just good for them – it’s good business for you too. We work with companies nationwide and with organisations of all sizes. We offer a friendly and professional service which financially empowers your company and your employees.   KW Wellbeing provides dedicated face-to-face advi...

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Latest News

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Who to believe - equities or bonds
Date: 18/03/2019

Global equity markets recovered their poise last week, rising 2.5% in local currency terms and regaining their losses of the previous week and a bit more.  In sterling terms, however, the reco...

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Testing times
Date: 11/03/2019

Another supposed make-or-break week for Brexit looms. With little more than two weeks to go to B-Day, the route forward is none the clearer. Tree diagrams are all the vogue for illustrating the way...

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Looking on the bright side
Date: 04/03/2019

Global equities edged higher last week - at least in local currency if not sterling terms due to a move up in the pound - continuing the rally of the last couple of months.

The market rebou...

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Spring has come too early
Date: 25/02/2019

Global equities continued their recovery last week and are now up close to 13% from their low in sterling terms although are still some 5% below their 2018 high.  In essence, this bounce is a ...

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The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.