KW Wealth Planning Ltd
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
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.
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