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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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

Pensions and divorce

When it comes to dividing up assets on divorce, pension rights can turn out to be one of the most valuable elements – and often the most overlooked.   The transfer values of final salary pension schemes have been at record levels over recent years. In a paper...

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High Return Investments: too good to be true?

The recent failure of a promoter of high return investments was a reminder of the dangers of being lured by headline numbers alone.   Last year, London Capital and Finance Plc (LCF) marketed what they claimed to be Innovative Finance ISAs offering fixed interest...

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How much is enough for pension contributions?

Pension contributions have recently risen for many people, but the increase may still not be enough to fund a comfortable retirement.   The latest round of pre-planned increases to minimum pension contribution rates under automatic enrolment (AE) workplace...

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