KWM Wealth Avis 

151
•
TrustScore 4 sur 5

4,2

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Lisez les avis des autres

Noté 1 sur 5 étoiles

Isaac called me. I understood they could not do certain things and they have their processes. However, Issac would NOT listen to me, constantly interrupting me and then hung up. Very bad for a service... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Fariha is really reliable, great to chat to and I love how normal and relatable she is! She’s been my financial adviser for a while back when I knew nothing. She’s taught me a lot since then about inv... Voir plus

Noté 5 sur 5 étoiles

I initially reached out to Fariha to advise me on my insurance. However she was adamant that we should do a full review or a ‘financial health check’ as she likes to call it and I'm glad she did. Turn... Voir plus

Noté 5 sur 5 étoiles

Thanks to John and the KWM team for sorting out my company pension scheme and insurances. Amazing customer service, the after care has been great and whenever we have a question, need a document or to... Voir plus

À propos de l'entreprise

  1. Conseiller financier
  2. aussi dans
  3. Conseil en investissement
  4. Courtier d'assurances
  5. Planificateur financier

Écrit par l'entreprise

The KWM ethos is simple. Forget the formal, turn away from the traditional – embrace the potential. Every day we’re building a ‘culture of the possible’ that enables and inspires. We listen. We innovate. And we don’t stop until we’re done. Together, we’ll help you to achieve financial security and create the future that you want – all whilst leaving a positive impact for people and the planet. Your vision for the future is unique. Whatever your goals, we believe there is value in taking advice from someone you trust. At KWM, we exist to give you the confidence to create the future you want. We also understand that people have little time to manage their finances as effectively as they would like, and if they do, it is a complex space to navigate. Our team of qualified, expert advisers will work with you to develop an appropriate financial plan to match your current circumstances and meet your future objectives. From savings and investments advice to planning a great retirement, financial advice is how we make your future happen. By investing responsibly, we make it happen in a World worth living in. We will have regular face-to-face or virtual catch ups with you to review your financial goals and ensure you are on track. Our long-term relationship is as important as the decisions and advice we help you with. Collaborate. Empower. Achieve. Putting you in control of your money, not the other way around, to inspire your financial future. THIS IS YOUR FUTURE.


Coordonnées de contact

4,2

Bien

TrustScore 4 sur 5

151 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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4,2

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Noté 1 sur 5 étoiles

Rude and unhelpful

Isaac called me. I understood they could not do certain things and they have their processes. However, Issac would NOT listen to me, constantly interrupting me and then hung up. Very bad for a service base company.

15 août 2025
Avis spontané
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Réponse de KWM Wealth

You contacted our office to enquire about a service that, unfortunately, we do not provide. Our team listened carefully to your situation and explained at length that this was not the right service for you.

We appreciate that this may have been frustrating to hear, but we believe it was better to be honest with you. Isaac, like the rest of our team, is committed to providing excellent service, as reflected in the feedback from our clients. If you were a client, we are confident you would feel the same way as they do.

We hope you are able to find the support you are looking for elsewhere.

The KWM Wealth Team

Noté 5 sur 5 étoiles

I’ve had the pleasure of working with…

I’ve had the pleasure of working with Sasha Titelbaum as my financial advisor, and I couldn’t be more impressed. Sasha is incredibly knowledgeable, approachable, and always provides clear, insightful advice tailored to my specific needs. His expertise and commitment to my financial well-being have given me immense confidence in my financial future. Sasha’s proactive approach, attention to detail, and dedication to his clients truly set him apart. I highly recommend Sasha to anyone seeking sound financial guidance

18 septembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Mr James Wallace

I would highly recommend James to deal with all Pensions etc... As he has bundles of knowledge and was always there to discuss your concerns if any, and anything else you needed to know - He is polite, helpful and always puts his Clients first and will work around the Clock to get the job done, and will work a time that suits you even if its out of Office Hours! He will give good, honest advice and will always keep you updated at all times on any progress - I would definitely recommend KMW Health as a Company to deal with all your Financial Requirements -

6 novembre 2023
Avis spontané
Noté 5 sur 5 étoiles

Excellent Service

James excels in providing wealth management advice that is quick, easy and reliable. The advice I was given was tailored to my individual needs and seemingly unbiased. The straightforward investment approach had simplified complex strategies that had been presented to me in the past. This company (and James) has earned my trust and confidence for investment. I’d strongly recommend to anyone seeking to invest into a stocks & shares ISA.

21 mai 2024
Avis spontané
Noté 5 sur 5 étoiles

Fariha is a 5 star Financial Adviser.

I have rated a 5 stars experience because the Financial Adviser who attends me - Ms Fariha Hoque is very professional, have the knowledge and is very friendly person to talk to. Fariha took the time to understand my needs and wishes for my financial future. Felt very comfortable talking to her. Also, found her an honest person. If she does not have an answer to a question or is unsure she finds the correct information to solve the questions. I think it is a Financial Adviser you can rely on.

27 juin 2023
Avis spontané
Noté 5 sur 5 étoiles

Fantastic service, highly recommend

Nish was fantastic in helping me understand my pension from the corporate world, how he can increase the value of it over time and what I can do now being self employed.

It was a very easy, no brainer experience and KWM helped me to understand what my option are and how to be prepared for my future.

Would not hesitate to recommend KWM Wealth.

19 mai 2023
Avis spontané
Noté 5 sur 5 étoiles

Excellent Financial Adviser

I never had a financial adviser before I spoke to Fariha Hoque at KWM and she understands my personal financial needs. I have never invested before, she gives me transparent advice, also fast and easy communication excellent level of service, undated on new opportunities.
Working with Fariha has been wonderful highly recommend to anyone needing help with investment and pension funds.

13 février 2023
Avis spontané
Noté 5 sur 5 étoiles

I was confused and apprehensive before…

I was confused and apprehensive before speaking to Juhel Ali. He explained everything clearly, addressed my concerns and offered sound advice.
He made the entire process easy and I'm happy with the outcomes. I couldn't recommend him enough!

1 mars 2023
Avis spontané
Noté 5 sur 5 étoiles

Thank you Elliott

Originally approached Elliott in 2021, he gave us great advice for us to work towards once we were ready. He checked in from time-to-time (as I had asked him to do) but was never pushy. Once we were ready to proceed, he managed to get everything organised in a day for myself and 2 others so we could take advantage of the current tax year. Thank you Elliott!

31 mars 2023
Avis spontané
Noté 5 sur 5 étoiles

Excellent Adviser!

Elliott is an excellent and trusted adviser. From our first meeting to date, he has been a reliable, professional and accessible source of financial advice, providing useful strategies tailored to my personal situation across pensions, savings and investments. Thanks Elliott!

31 mars 2023
Avis spontané
Noté 5 sur 5 étoiles

Pension investment

My adviser, Oliver Chessis, has explained the process of transferring and consolidating my pensions into one fund clearly. He has enabled me to target higher returns over the longer timeframe for which these funds will be invested.

29 mars 2023
Avis spontané
Noté 5 sur 5 étoiles

Fariha is not your average adviser

Fariha is really reliable, great to chat to and I love how normal and relatable she is! She’s been my financial adviser for a while back when I knew nothing. She’s taught me a lot since then about investing. I also appreciate that she considers my personal situation and goals before creating a plan which has been much more effective for me than leaving it all in my bank doing nothing. I couldn’t recommend her anymore, she’s fab!!

17 janvier 2023
Avis spontané
Noté 5 sur 5 étoiles

Farina is exactly the person I needed!

Fariha is exactly the person I needed and someone everyone should have! She just gets it, she knows exactly what you should be doing with your money, has great advice when it comes to using your allowances in an effective way. She doesn’t just work the average 9-5 that most do which is a bonus for me because I’m only free on the weekends. I’ve recommended her to my colleagues to help with their financial planning too.

14 janvier 2023
Avis spontané
Noté 5 sur 5 étoiles

Financial health check

I initially reached out to Fariha to advise me on my insurance. However she was adamant that we should do a full review or a ‘financial health check’ as she likes to call it and I'm glad she did. Turns out there was much more to uncover than I thought. Her advice has been really helpful on my existing investments as well as my pensions. She simplified everything for me and I'm pleasantly surprised on how beneficial the whole process has been start to finish.

27 février 2023
Avis spontané
Noté 5 sur 5 étoiles

Exceptional advice

I had a few pensions that built up over the years from different jobs and I was meaning to consolidate this all as I'm approaching my retirement. My Wife recommended me to Fariha as she was great in helping her and I couldn’t agree
more. She gave me exceptional advice, she was honest and transparent, explained everything clearly and made this whole process very simple for me. She advised me to leave one of my pensions where it was as it had guaranteed benefits which I never knew about so all in all, I trust her to manage my arrangements and I wouldn’t hesitate to recommend her to anyone.

8 janvier 2023
Avis spontané
Noté 5 sur 5 étoiles

Absolutely brilliant, very professional and always there to help

My husband and I reached out to Fariha to get some advice on saving up to buy our first home and for our kids too. She reassured me with some initial worries that I had and was super empathetic. She understood exactly what our needs were and guided us throughout the whole process even with my million questions! Her client servicing team are also absolutely brilliant, very professional and always there to help.

10 janvier 2023
Avis spontané
Noté 5 sur 5 étoiles

Reducing my tax bill

Fariha's always given me great advice, always pro-active in reaching out to me with opportunities that I can benefit from. She has a very clever approach on reducing my tax bill for both myself and my company which I never knew of before. I know I can rely on her and its great to have someone that you trust wholeheartedly without a doubt. Would highly recommend her for sure! - Very big thanks to Fariha!

20 février 2023
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend Fariha if you’re new to investing

I was initially nervous to reach out. I had no clue where to start, I’d never invested before and I didn’t want to be irritating with all the questions I had. But I was so wrong! I ended up reaching out to Fariha and she was so so lovely and down to earth!! She gave me so much confidence, was very reassuring and helpful. She mapped out a plan for me, explained it all clearly and she regularly checks in to see how I’m doing. I would highly recommend Fariha if you’re new to investing !!

13 février 2023
Avis spontané
Noté 5 sur 5 étoiles

Best of the best!

I’ve known Fariha since my days coming through at 17 for Millwall untill now. Fariha has been my go to person with all things finance. I can’t stress enough how she’s helped me over years when it comes to mortgages, investments, insurances and anything football related. Working with Fariha has honestly made my life easier and it’s allowed me to focus on what I do best which is play football. My situation is unique when it comes to retirement and she’s been very helpful to structure a clear plan for me. She handles things with such ease and has always explained everything clearly to me so I understand what I am doing. I can always rely on her to solve any problems I have. Seeing everything she’s done for me so far and seeing how beneficial it’s been for me I can strongly say she’s the best of the best!

13 février 2023
Avis spontané

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