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Our team

Many wealth management firms say they offer a personal service.  But, all too often, what you really get is anything but.

It’s easy to say service is personal.  But it’s much harder to deliver. Our business is all about people.  Our clients deal with us as individuals, across all areas of our business.

Not only does this mean we get to know our clients, it allows us to be more instinctive where it counts.

We believe this is a compelling point of difference in a world of hard facts and cold figures.

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 European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.