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  11. KW Wealth Planning Ltd

KW Wealth Planning Ltd

Restricted - Whole of Market  6 Sansome Lodge, Office 10, Worcester, Worcestershire, WR1 1LH
First meeting at adviser's own cost
We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Marc Maddison

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We offer a highly personal service from our network of local offices around the UK. Our experts work with our clients over the long term to Protect and Grow their wealth through relevant and timely advice and the active management of their assets.
Our goal is to provide clients with a complete wealth management service combining investment management and wealth planning. As our Wealth Planners and Investment Managers work in tandem, our clients are able to benefit from a level of knowledge and professional expertise that sets us apart.

Our services

We are able to provide advice and stewardship around the key areas of:
• Inheritance tax planning
• Trusts
• Retirement planning
• Succession planning
• Tax efficient investments and savings
• Insurance and protection
• Alternative assets
• Lifestyle events

We also offer corporate solutions to organisations where we provide support to HR departments with employee benefits administration and payroll. In addition, we have a dedicated team working alongside some of the UK’s largest institutions to enhance the returns they achieve on their cash.

Where to find us
Head office address: 6 Sansome Lodge, Office 10, Sansome Walk, Worcester, WR1 1LH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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