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 couple, then we should talk. If you have a large lump sum that you don’t know what to do with, you might also want to arrange a chat with us.
You don’t need to consider yourself ‘wealthy’ to ensure your money is properly looked after. Having your money protected and properly managed means you and your family can have the lifestyle and retirement you deserve.
We offer a range of services and our clients choose which ones they need. We are a firm with no ties to any product providers.
You may know exactly what you’re looking for, or you may find it helpful to have a chat with one our advisors to consider how best we could help.Click here to contact us or call 01732 758 655
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.