KW Wealth Planning Limited

Restricted - Whole of Market  Park House, Park Farm, Aylesford, Kent, ME20 6SN
First meeting at adviser's own cost
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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Corporate pension
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Employee benefits
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Liviu Ratoi
Wealth Planner
What our clients say
We have been working with Ann-Marie Veal for the last couple of years to help us with our impending retirement planning. European Wealth had been recommended to us, and Ann-Marie was our chosen advisor. We have found her highly approachable and friendly , with strong interpersonal skills. She clearly has a strong professional grasp of her subject and , importantly for us, is able to explain clearly , and in a way the layman can understand, the analysis, options and recommendations available to us. We regularly consult with her and seek her advice - she responds promptly and efficiently. We have a high level of confidence in her.
Mr & Mrs Wallis, Surrey
"We have been completely satisfied with the independent advice we have received from Ann-Marie since we became her clients more than two years ago. One of the two things we value most highly is the transparency of all financial arrangements, giving us the reassurance that the advice we are given is primarily for our benefit and not the intermediary's. The other is the ongoing professional service we receive, whereby Ann-Marie gives us timely and relevant information and advice in plain English."
Mr & Mrs Browne, Chatham, Kent
“Anne-Marie has conscientiously provided us with advice on our investments and more generally for several years, having taken over from our previous adviser. We have been impressed with the depth of her knowledge and her ability to tailor her advice to our particular circumstances.”
Mr & Mrs L, Bromley
I have found Ann-Marie Veal very helpful in giving me advice on how to change my investments for the best return, looking to the future, also from which I should withdraw funds when needed to make the least impact on my income. I am very pleased to recommend her.
Mrs G Scales, Beckenham
Ann-Marie has been our financial advisor for a few years. She is always helpful and ready to deal with any problems that arise. She is a pleasure to work with and we value the time she spends assisting us, which is fairly frequently
Mr & Mrs Percy, Bromley
I have every confidence in Ann-Marie’s integrity and her ability. Her advice is invaluable and clearly explained. I look forward to our meetings.
Ms Austin, London
My wife and I have found that Ann-Marie manages to combine her obvious knowledge of her subject matter with an ability to explain complex issues in simple, easy to understand terms. When research is required she has always been very resourceful and diligent. We would have no hesitation in recommending her to anyone wanting sound financial advice
Mr & Mrs Lewis, Maidsone
"Ann-Marie is a pleasure to deal with. Her professionalism, and courteous and empathetic approach, ensure that the discussion around one's personal financial situation is in good hands. She fully adheres to the necessary regulatory and statutory requirements needed to undertake her role. Advice is centred on the needs of the client and Ann-Marie's approach allows more than sufficient time for discussion and decision making. Follow up and feedback are are always provided and she is available if, and when, required. We have been extremely pleased with all aspects of the service Ann-Marie has given to us."
Mr R Murdoch, Maidstone
“Ann-Marie helped me get to grips with a complicated pension situation, and provided a clear set of options for me to evaluate. She has also provided clear, rational, fact based investment advice.”
Mr M Dudgeon, London
“Ann-Marie provides me with sound financial advice for investment, pension and retirement planning which is the most suitable to my circumstances, likely future requirements and attitude to risk, with a view to providing the best possible return in a changing, and sometimes volatile, market. She is friendly, trustworthy and truly professional at all times.”
Mr A Morse, Maidstone
"I have been extremely pleased with the level of service provided by Ann-Marie. She is always prepared to spend the time with us to understand our needs and explain the various options available to us."
Mr A Wood, Sittingbourne
About us

We are KW Wealth Planning. People often ask what sets us apart. Luckily, that's an easy question to answer - it's our people and the way we do things. Our goal is simple: to protect and grow our clients’ wealth. We think that's an enormous and very rewarding responsibility.

Our team includes Chartered Financial Planners, Chartered Wealth Managers and in total some 70 professionals. We look after about £1.8 billion of client assets, and our approach is to work with our clients to plan their long term needs and ensure that their money gives them the lifestyle they want and deserve.

Our services

We’re unusual as a wealth planning firm with its own in-house investment team. Clients don’t have to use it, but many do. We serve institutional clients as well, so our private clients benefit from institutional quality investment management. We’re also a Stock Exchange member firm and our private clients can have access to the dealing desk. But most of all, we regard ourselves as a people business; our clients are all individuals; we try to serve them in plain English with a minimum of jargon. And we never forget that our job is to protect and grow their hard-earned wealth.

Where to find us
Head office address: Park House, Park Farm, East Malling Trust Estate, Bradbourne Lane, Aylesford, Kent, ME20 6SN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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