KPW Investments

Independent Financial Adviser  7 Royal Crescent, Glasgow, City of glasgow, G3 7SL
First meeting at adviser's own cost
We provide a unique personal service, offering bespoke and personal advice to each individual not off the shelf products.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Edward Kelly DipPFS
Stockbroker & Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Russell Provan
Stephen Wright
What our clients say
KPW Investments have provided great assistance and sound advice in relation to all our financial needs. They are always available to speak to personally and I would have no hesitation in recommending their services.
N Faulds, Glasgow
I have been with KPW Investments since 2010 and have found them to be the best financial advising company I have dealt with Constantly keeping an eye on my portfolio, advice with my pension, regular follow up and contact with myself and my wife. I would also add presentation and recommendations are always very courteous and professional with respect for my wishes. I would highly recommend them (KPW) to any potential investor for advice and management of your portfolio.
Mr J Wilkinson, Glasgow
About us

At KPW Investments we pride ourselves on providing a professional service over the full spectrum of your financial needs.

We work with you and your family over the long term, ensuring that your financial goals are on track. What makes us different from other financial advisers is our focus on providing the most personalised tailored service to each and every one of our clients. Our single priority is to help all of our client achieve their financial goals.

Our services

We really focus on delivering excellent face to face individual service and unlike IFA's we can also advise on shares.

Where to find us
Head office address: 7 Royal Crescent, Glasgow, G3 7SL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0.04 mi
We have G60 qualified pension specialists available for assisting clients with the new pension freedom rules effective from 6th April,2015.
 
Independent Financial Adviser 0.14 mi
Our aim is to help you achieve your financial goals.
 
Independent Financial Adviser 0.35 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.35 mi
Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.