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

Tous les avis

(151)

0 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Meeting needs

John always responds to my queries and requests promptly including imparting his knowledge and advice calmly in what can be a volatile market

23 février 2023
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend Anish to anyone…

Highly recommend Anish to anyone needing help with Pensions and Investments. He is extremely thorough and makes everything easy to understand, whilst always being professional. Thank you so much.

15 février 2023
Avis spontané
Noté 5 sur 5 étoiles

Fariha is an excellent adviser!

Fariha is an excellent adviser! It’s a pleasure working with her. I have a pretty busy lifestyle and having someone like fariha helping with my finances is exactly what I needed
.

7 septembre 2022
Avis spontané
Noté 5 sur 5 étoiles

KWM positive Investment Advice

Been dealing with KWM for a number of years now. Easy service and can see real results. Investment advice best I’ve had if it’s money watch’s or properties they always point me in the right direction. Great personal relationship and looking forward to the future investing with the team

17 février 2023
Avis spontané
Noté 5 sur 5 étoiles

I’d never had an experience with a…

I’d never had an experience with a financial adviser before I spoke to John at KWM. He put together a great plan for me and where I want to get to. He was polite, always available and for someone like me with little experience, he explained everything thoroughly. The catch ups have been regular and I’m very happy with how it has all planned out so far.

9 août 2022
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend

John has advised me on my investments & insurances since I was a youth player at Chelsea through to now & the benefits have been great. I’ve got a financial plan ready for when I stop playing football with my money working hard for me when it otherwise wouldn’t have been. I’d recommend KWM & John to any of my teammates who want to build their wealth.

10 février 2023
Avis spontané
Noté 5 sur 5 étoiles

I’ve known John from KWM for over a…

I’ve known John from KWM for over a decade now and he’s always been extremely understanding of my personal situation and what I need from my financial adviser.
He always makes it a stress free process, and I can’t thank him enough for all the help he has given me over the years.
He’s always available and quick to resolve any situation that I’ve needed him for.
Thanks again KWM

10 février 2023
Avis spontané
Noté 5 sur 5 étoiles

They take out the hard work for you

They take out the hard work for you, fast and easy communications, really happy with KWM. They have always given me such transparent advice and I have seen my money grow tremendously. The level of service is superb and they always keep me updated on new opportunities. All of my investments are performing well and I wouldn’t hesitate to recommend them to anyone looking for advice on pensions or investments!

9 février 2023
Avis spontané
Noté 5 sur 5 étoiles

Fariha has been wonderful!

Working with fariha has been wonderful! she’s been helpful with arranging and understanding my finances. I feel very comfortable talking to her about any problems or asking questions. Overall very thankful for everything she’s done, I’ve recommended to family and friends

21 septembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Really excellent services provided by KWM Wealth

KWM Wealth have made the pension consolidation transition very simple and seamless. A very professional organisation from the start, providing clear and expert advice, making the whole process extremely easy.

1 août 2022
Avis spontané
Noté 5 sur 5 étoiles

Great service from a great team!

The team at KVM helped me through the investing process and were on hand to answer any queries I had along the way. My lack of investing experience was an initial worry, but the guidance given by the KVM team ensured that those worries were quickly eradicated. I would highly recommend them!

11 juillet 2022
Avis spontané
Noté 5 sur 5 étoiles

After being recommended by a friend to…

After being recommended by a friend to use kwm wealth, I knew instantly the service was going to be amazing. They didn’t let me down one bit. I was updated throughout the process. Much easier to deal with than any other firm I have used in the past.

28 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

Great customer experience

Great customer experience! I would highly recommend kwm wealth to anyone who like myself didn’t have much experience with investing. I was guided through the process slowly and was explained each stage at a pace that I would understand. I am now confident about having a comfortable retirement that I’ve always wanted. Thank you

26 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

With no investment experience in the…

With no investment experience in the past, I was guided through every single aspect of the process. They worked with us to really understand our needs and situation. When they reassured us from the start to say they will be with us through every step of the way, they really did mean it and their service was faultless

24 juin 2022
Avis spontané

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