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.


Wealth Planning

We can help you to achieve and maintain your desired lifestyle, with holistic financial planning advice and effective retirement planning.


We could help you reduce the cost of your debt by reviewing your current borrowing and identifying the most suitable options for you.


We can help secure peace of mind by recommending the most suitable financial protection arrangements for your circumstances.


“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

“Dan is an extremely professional, dedicated and above all friendly and approachable person. He is always willing to help and is a fantastic ambassador for his company. I would have no hesitation in recommending him to any of my clients.”

Robert Moody, Business consultant

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