KW Wealth Planning Limited

Restricted - Whole of Market  6 Sansome Lodge, Worcester, Worcestershire, WR1 1LH
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 17th February 2020
Meet our advisers
David Healy
Director

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

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
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. 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

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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 17th February 2020

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