Helping you to achieve your dreams and ambitions

Our 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 solutions

Wealth planning

We can help you to achieve and maintain your desired lifestyle, with comprehensive 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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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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Gerry Thompson

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..”

Stacey Murray

Investment portfolio rebalancing

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.

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The rise of second homes

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.

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Want to know more?

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