Where do I start?

If you’re not sure where to start, please get in touch and we’ll be happy to set up a chat with one of our advisers.

There’s no cost or obligation. We offer a range of services and you can choose as many or as few as you need.

Wealth planning is the broad heading for sorting out your finances for the long term. It includes the big questions, like the retirement lifestyle you want to have, and making sure the money is there to pay for it; as well as technical points like pensions and tax.

If you haven’t recently had a professional review of these areas, it’s probably the best place to start.

Once your wealth planning is sorted out, you’ll need to give some consideration to how your money will be invested - we’ll be able to advise you on this.

We also offer a full investment management service, giving you the peace of mind that we are working to protect and grow your wealth in line with your wealth plan.

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The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.