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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Mortgages

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 fifteen 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

Reduced protection for mortgage payments

What would happen if you were unable to pay your mortgage? Changes to the government’s scheme supporting people unable to make their mortgage repayments – Support for Mortgage Interest or SMI – could have significant consequences for struggling home owners. From 6...

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UK dividends continue to perform

UK dividend yields are better than you might imagine. Dividends have been rising. UK companies paid out £94.4 billion in dividends in 2017, a 10.5% increase over the previous year. The increase for 2018 is expected to be markedly smaller, as last year’s payouts...

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Which ISA is right for you?

If you are looking to maximise your tax-efficient savings, there is now a range of Individual Savings Accounts (ISAs) to choose from. And it makes sense to start saving from the beginning of the tax year.   You can invest up to £20,000 in the 2018/19 tax year under...

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Want to know more?

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