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About us

Here are a few things you may like to know about us:

  • We are a firm of financial advisors and wealth managers.
  • We look after about £1,800,000,000 of our clients’ money.
  • We produce over 500 client Wealth Plans each year.
  • We provide advice on a wide range of issues: investments; pensions; life assurance, and many others.
  • Our clients range from private individuals to some of the UK’s largest universities and institutions.
  • We focus on protecting the long term value of wealth.
  • We manage growth whilst carefully protecting against risk.
  • We were founded in 2011 and are a team of 70 people.
  • We are a member of the London Stock Exchange.
  • We're a UK listed company and many of us hold shares in the firm.
  • We're authorised and regulated by the Financial Conduct Authority.

We have offices in London, Manchester, Cheltenham, Maidstone, Brighton and Worcester. We also have clients in South Africa, and an office in Johannesburg.

We’re a people business and the best way to find out about us is to have a chat, so please get in touch to let us know when would be a convenient time to speak.

Click here to contact us or call 01732 758655
About us

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.