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.
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. 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.
6 Sansome Lodge, Office 10, Sansome Walk, Worcester, Worcestershire, WR1 1LH
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