KWM Wealth Avis 

151
•
TrustScore 4 sur 5

4,2

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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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
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2 étoiles
1 étoile

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4,2

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Noté 5 sur 5 étoiles

Kwm wealth provides their clients and…

Kwm wealth provides their clients and all parties involved with an amazing service. Exactly what you need when clients need an accurate and super fast turnaround.
100% recommended, it was great pleasure dealing with the team at kwm wealth.

15 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

Amazing!

Me and my husband wanted to plan for our children’s future and we were unaware about all the possible allowances the government provide. We are now able to provide for our children’s future. We were guided on which option to choose as we also have some medium term goals as well. Great advisers within kwm wealth. Thank you

14 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

Amazing client experience

Amazing client experience with this firm. I recently purchased a home and I now have a great plan in place with the help of kwm wealth to help achieve my aspirations.

12 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

Working with Kwm and has been very…

Working with Kwm and has been very straightforward and the team are very honest and understanding. Extremely professional. I would recommend using them if you’re in need of a long term relationship to help build a financial future. The voyant software used has really opened my eyes to see my financial plan in a different light. Great advice! Thanks Kwm

11 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

Thanks a million!

Having worked with many financial advisers in the past, I believe I have now found the ones I’ve always been looking for. I have had jobs in the past and the process to consolidate all my pensions has been a lot easier than I thought. If you’re looking for a company to guide you through the process at your own pace and help make you understand things along the way, this is the company for you. Highly recommended. Thanks kwm.

7 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

We wanted to say a big “ Thank you “ to…

We wanted to say a big “ Thank you “ to Nish Devkaran for his excellent advice in relation to some of our future financial planning.
Lots of great ideas and we are looking forward to taking the next step in trying to reach some of our future financial goals……..

5 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

I truly enjoy working with John Klipp…

I truly enjoy working with John Klipp as my financial advisor & wealth manager. I’ve always been impressed with his dedication, his pro-active can-do-attirude, his solution-driven approach and, as importantly, his kindness and genuine interest in people. He understands my unique needs and helps me create the appropriate financial plan to address such needs. A true Trusted advisor!

30 mai 2022
Avis spontané
Noté 5 sur 5 étoiles

Kwm wealth was recommended by a close…

Kwm wealth was recommended by a close friend. We could not have asked for a better recommendation. John was prompt to contact us and very down to earth. Being young with little investment exposure. He could not have done more for us. With covid restrictions it was difficult for us to meet face to face but as soon as the restrictions were lifted, a face to face meeting was organised and was great to meet with the team.

29 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

My first time working with kwm wealth…

My first time working with kwm wealth could not have gone more smoothly. Initial enquiry to becoming a client didn’t take too long at all, everything was explained to me clearly and the process was hassle free. I feel in safe hands with this excellent company. Thank you

29 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Brilliant

KWM have supported me in understanding my finances and have provided a brilliant service every step of the way!

27 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend KWM

Highly recommend KWM. An extremely professional and friendly service. A special thank you to Dan Lee for making me feel at ease throughout my investment journey.

24 avril 2022
Avis spontané

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