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What we do

We’re a wealth management firm, helping private clients and institutions to protect and grow their wealth.

Private clients typically need our expertise when thinking about their longer term plans, or when they come into wealth from a successful business, from inheritance, or having built up pension assets.

Institutions and professional firms benefit from our excellent personal service and the reliable investment management we offer that meets the specific needs of their clients and beneficiaries.

Our main office is in a traditional City of London stockbroking street, tucked away just behind the Bank of England. We are not just there for the setting, spectacular though it is. This location means we have access to some of the world’s best financial expertise.

We also have offices in Manchester, Cheltenham, Maidstone, Brighton, Worcester and in Johannesburg, South Africa.  All our offices have great people with one simple goal: To protect and grow our clients’ wealth.

The combination of traditional values, modern technology and some great people has helped us grow into an award-winning, wealth management firm. 

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What we do

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.