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KWM Wealth Avis 

151
•
TrustScore 4 sur 5

4,2

Conseiller financier
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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

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1 étoile

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4,2

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Noté 5 sur 5 étoiles

kwm have been a life saver by helping…

kwm have been a life saver by helping me put a plan in place. I was slowly losing hope about the future as I was unaware what my position was. Kwm was able to help turn things around very quickly and get me back in control of my finances and future.

16 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

I was recommended to use KWM wealth to…

I was recommended to use KWM wealth to help consolidate my pensions as I have had many jobs in my career. I am now able to see everything in one place with great returns even during the pandemic. I look forward to continuing my journey with them for the long term

15 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Very useful and professional service

Very useful and professional service. Would get email and telephone responses almost immediately. Everything was explained clearly and not pushy at all. This is the kind of service I was always looking after some bad experiences in the past.

15 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Daniel Lee

Daniel Lee is my financial adviser and I couldn’t recommend enough. He made me feel very comfortable being a first time investor and had answers to all my questions!

11 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend

KWM provide high quality advice and service. Thankful for their support. I would highly recommend.

7 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Great Advice

Anish has given us some really great advice. Didn't realise a few other benefits. Highly recommend a chat with him

6 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Thanks Anish for the pension advice....

Anish from KWM Wealth has given me advice relating to my pension and everything was explained very clearly with no pressure to make an immediate decision. He took time to go through all my options and presented an easy to understand financial forecast. An excellent service all round.

6 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Thank you to Lee and Pritesh

Thank you to Lee and Pritesh. Mainly for providing a great wealth of knowledge regarding financial planning and pensions. Very honest and reliable, could not have asked for anything more. We will be using their services going forward with our business and personal finances.

5 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Thanks KWM!

Thanks KWM for the excellent advice and support. A special mention to Joanne who went above and beyond to help me! Totally recommend their services!

4 avril 2022
Avis spontané

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