Who we are
Over the years I have worked with over 3000 business owners to help them to prepare for the future.
I really enjoy working with clients to help them to improve their financial position in the short, medium and long-term. By making recommendations, working out plans and suggesting ideas I can help clients achieve peace of mind, a level of certainty that they are comfortable with and financial plans that are flexible enough to adapt to changing priorities, needs and circumstances over time.
See what people say about us
“KWFS were great at giving prompt and practical advice on a complex long-standing investment, maximising my return and taking the stress out of the process.
I would recommend them to anyone..”
Inertia can be a dangerous trait, especially for investment. An investment portfolio created years ago can alter over time without the changes being obvious. Avoid funds drift with regular reviews.
The freezing of many tax thresholds and allowances has increased the importance of family tax planning.
The number of people purchasing second properties in the UK has boomed according to government figures, with the total number of second homes rising 30% over the past five years.
Want to know more?
Find out how we could help you protect what matters most.