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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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

I started investing with KWM in 2011…

I started investing with KWM in 2011 and haven’t looked back! My investments have grown over 9% a year,my pensions are managed better than ever and I can’t speak highly enough of the care and diligence taken around the advice I receive to make sure it’s appropriate for me. I’ve had a super experience with KWM and couldn’t be happier

13 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Great people to work with

John and his team have been excellent to work with!
Quick communication, brilliant service and great results. Peace of mind, knowing you’re being looked after very well.
Thanks for all your amazing work!

13 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Great experience, brilliant results!

Always been comfortable in my meetings, everything is explained so I can understand it and the results have been brilliant. I’m saving more, getting good returns and financially in a much better position! Everyone should have the opportunity to receive such brilliant advice and guidance x

12 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

We retired from KWM's advice

I have worked with KWM for 7 years, had great returns on my investments and the advice that me and my Wife received has allowed us to retire with enough income. Best yet all our investments are ethical & green which for us is so important to protect our Grandchildrens future.

12 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Excellent service, would highly recommend!

Excellent service, would highly recommend! Daniel has been excellent in providing me with the expertise and knowledge needed to ensure that I am financially set up for the future. The service is spot on with regular and thorough updates.

8 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Great Service!

I have had nothing but great service from KWM. The whole team are consistently clear and thorough, personable and efficient. I couldn’t recommend them highly enough!

6 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Fantastic

Fantastic! I couldn’t be happier with the service - timely, practical and efficient advice that is always delivered in an easily digestible manner!

6 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend

Very efficient service from KWM. I have been given fantastic advice and everything was throughly explained throughout with no delays or hiccups along the way.. I look forward to working together more. Highly recommended!

6 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Professional

Anish is a pleasure to work with. All options were made available to me and all were explained very clearly and thoroughly. Wouldn’t hesitate to recommend Nish to any of my contacts

1 septembre 2021
Avis spontané
Noté 5 sur 5 étoiles

Clear commercial advice

Clear, commercial and comprehendible advice. I would highly recommend KWM Wealth to anyone looking to invest in their future.

27 août 2021
Avis spontané
Noté 5 sur 5 étoiles

Retirement planning

Retired a few years ago and invested with KWM for the next ten years.Extremely positive,professional advise given.
Received a first class,fast easy and very friendly service.Would not hesitate recommending to others.
Well done.

26 août 2021
Avis spontané
Noté 5 sur 5 étoiles

Amazing return on Investments

I have investments with KWM that have had huge growth over the last 12 months. They proactively monitor the market and make recommendations regularly on moving funds around to increase the return on my investments.

26 août 2021
Avis spontané

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