Helping you to achieve your dreams and ambitions

Our holistic approach focuses on your financial and non-financial goals

Independent financial advice with a friendly face

We take the time to get to know you and your individual needs to help us understand what matters most to you

Your number one choice for independent financial advice

Find out why our clients recommend us for all your personal and professional financial goals

Start planning for your financial future now

Find out how we could help you protect your wealth and plan for the future

Who we are

Our ethos at KWFS is to work with our clients to create financial plans that reflect efficient, tailored, solutions directed at specific needs and objectives. We help you to make the right financial decisions, enabling you to achieve your dreams and ambitions.

Our services

Wealth planning

We can help you to achieve and maintain your desired lifestyle, with holistic financial planning advice and effective retirement planning.

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Business protection

We could help secure peace of mind by recommending the most suitable financial protection arrangements for your circumstances.

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Mortgages

We could help you reduce the cost of your debt by reviewing your current borrowing and identifying the most suitable options for you.

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Dan Eatch

I have been an integral member of the Knowles Warwick team for seventeen years, helping our clients to achieve their dreams and ambitions as both a Chartered Accountant and, more recently, as a Chartered Financial Planner. I hold Chartered titles with three different institutes, in addition to more specialist qualifications in a number of different disciplines, and use a combination of my skills and experience to ensure our clients receive the best possible services and advice.

See what people say about us

“Dan is not only a highly thought of accountant but also a trusted financial planner.
He is able to explain the complex in plain English and has great empathy.
Highly recommended.” Adrian Stewart

Caunce O’Hara

Homing in on capital gains

Draft legislation confirms a further tightening of the rules on capital gains tax and your home. The government has been reforming the tax system to make investment in residential property less attractive. Actions have included increasing stamp duty land tax (mirrored...

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Taking the long view on your investments?

Trade wars between the US and China, as well as Brexit and tensions in various parts of the world have all made markets more volatile in recent months. Unsurprisingly, private investors have become more nervous.   A recent survey by leading investment house...

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Simplifying the inheritance tax rules

Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning. Inheritance tax is certainly complicated – especially for a tax that generates relatively little revenue. The OTS has...

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Find out how we could help you protect what matters most.