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..”
Over £11m is estimated to have been lost to coronavirus-related scams, and this number continues to rise. These scams come in various guises, with the financial regulators warning people to be on their guard, as these criminals are becoming more technically sophisticated.
As 5 April creeps closer, it’s a good time to get ahead with your year end tax planning.
The pandemic has highlighted the value of holding a well-diversified portfolio of investments.
Want to know more?
Find out how we could help you protect what matters most.