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..”
National Savings & Investments (NS&I) has cancelled planned rate cuts on a number of its variable rate accounts
The crisis has highlighted the importance of having your own financial protection arrangements to cover possible income loss from illness or disability.
The first Child Trust Funds (CTFs) are due to mature this September, giving those who turn 18 in that month access to a useful nest egg.
Want to know more?
Find out how we could help you protect what matters most.