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Our values

We protect and grow the wealth of our clients and their families. 

We are committed to providing an environment for clients and staff in which high quality wealth management is delivered to private clients and institutions. 

Our priorities are to improve investment outcomes, increase the effectiveness of financial planning and to enhance the client experience. 

We will build our business through organic growth, the acquisition of firms and the recruitment of individuals and teams and creating a business that intermediaries are proud to recommend to their clients. 

We believe in excellence, treating others fairly and with respect, and in being transparent. 

We understand the art and science of managing your wealth.

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Our values

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.