KWM Wealth Avaliações 

151
•
O TrustScore é 4 de um total de 5

4,2

Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais

Para proteger a integridade da plataforma, todas as avaliações em nossa plataforma — verificadas ou não — são analisadas por nosso software automatizado, disponível 24 horas por dia, 7 dias por semana. Essa tecnologia foi concebida para identificar e remover conteúdo que viola nossas diretrizes, incluindo avaliações que não são baseadas em uma experiência real. Reconhecemos que talvez não consigamos detectar tudo e você pode sinalizar qualquer coisa que ache que possamos ter deixado passar. Leia mais

Veja o que dizem as avaliações

Avaliado com 1 de um total de 5 estrelas

Isaac called me. I understood they could not do certain things and they have their processes. However, Issac would NOT listen to me, constantly interrupting me and then hung up. Very bad for a service... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

Fariha is really reliable, great to chat to and I love how normal and relatable she is! She’s been my financial adviser for a while back when I knew nothing. She’s taught me a lot since then about inv... Ver mais

Avaliado com 5 de um total de 5 estrelas

I initially reached out to Fariha to advise me on my insurance. However she was adamant that we should do a full review or a ‘financial health check’ as she likes to call it and I'm glad she did. Turn... Ver mais

Avaliado com 5 de um total de 5 estrelas

Thanks to John and the KWM team for sorting out my company pension scheme and insurances. Amazing customer service, the after care has been great and whenever we have a question, need a document or to... Ver mais

Detalhes da empresa

  1. Consultor Financeiro
  2. também em
  3. Corretor de seguros
  4. Planejamento Financeiro
  5. Serviços de Investimentos

Escrito pela empresa

The KWM ethos is simple. Forget the formal, turn away from the traditional – embrace the potential. Every day we’re building a ‘culture of the possible’ that enables and inspires. We listen. We innovate. And we don’t stop until we’re done. Together, we’ll help you to achieve financial security and create the future that you want – all whilst leaving a positive impact for people and the planet. Your vision for the future is unique. Whatever your goals, we believe there is value in taking advice from someone you trust. At KWM, we exist to give you the confidence to create the future you want. We also understand that people have little time to manage their finances as effectively as they would like, and if they do, it is a complex space to navigate. Our team of qualified, expert advisers will work with you to develop an appropriate financial plan to match your current circumstances and meet your future objectives. From savings and investments advice to planning a great retirement, financial advice is how we make your future happen. By investing responsibly, we make it happen in a World worth living in. We will have regular face-to-face or virtual catch ups with you to review your financial goals and ensure you are on track. Our long-term relationship is as important as the decisions and advice we help you with. Collaborate. Empower. Achieve. Putting you in control of your money, not the other way around, to inspire your financial future. THIS IS YOUR FUTURE.


Informações de contato

4,2

Muito Bom

O TrustScore é 4 de um total de 5

151 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

4,2

Todas as avaliações

(151)

0 avaliações nos últimos 12 meses

Escreva uma avaliação
As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

Meeting needs

John always responds to my queries and requests promptly including imparting his knowledge and advice calmly in what can be a volatile market

23 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Fariha is an excellent adviser!

Fariha is an excellent adviser! It’s a pleasure working with her. I have a pretty busy lifestyle and having someone like fariha helping with my finances is exactly what I needed
.

7 de setembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

KWM positive Investment Advice

Been dealing with KWM for a number of years now. Easy service and can see real results. Investment advice best I’ve had if it’s money watch’s or properties they always point me in the right direction. Great personal relationship and looking forward to the future investing with the team

17 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I’d never had an experience with a…

I’d never had an experience with a financial adviser before I spoke to John at KWM. He put together a great plan for me and where I want to get to. He was polite, always available and for someone like me with little experience, he explained everything thoroughly. The catch ups have been regular and I’m very happy with how it has all planned out so far.

9 de agosto de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Highly recommend

John has advised me on my investments & insurances since I was a youth player at Chelsea through to now & the benefits have been great. I’ve got a financial plan ready for when I stop playing football with my money working hard for me when it otherwise wouldn’t have been. I’d recommend KWM & John to any of my teammates who want to build their wealth.

10 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I’ve known John from KWM for over a…

I’ve known John from KWM for over a decade now and he’s always been extremely understanding of my personal situation and what I need from my financial adviser.
He always makes it a stress free process, and I can’t thank him enough for all the help he has given me over the years.
He’s always available and quick to resolve any situation that I’ve needed him for.
Thanks again KWM

10 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

They take out the hard work for you

They take out the hard work for you, fast and easy communications, really happy with KWM. They have always given me such transparent advice and I have seen my money grow tremendously. The level of service is superb and they always keep me updated on new opportunities. All of my investments are performing well and I wouldn’t hesitate to recommend them to anyone looking for advice on pensions or investments!

9 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Fariha has been wonderful!

Working with fariha has been wonderful! she’s been helpful with arranging and understanding my finances. I feel very comfortable talking to her about any problems or asking questions. Overall very thankful for everything she’s done, I’ve recommended to family and friends

21 de setembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Great service from a great team!

The team at KVM helped me through the investing process and were on hand to answer any queries I had along the way. My lack of investing experience was an initial worry, but the guidance given by the KVM team ensured that those worries were quickly eradicated. I would highly recommend them!

11 de julho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

After being recommended by a friend to…

After being recommended by a friend to use kwm wealth, I knew instantly the service was going to be amazing. They didn’t let me down one bit. I was updated throughout the process. Much easier to deal with than any other firm I have used in the past.

28 de junho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Great customer experience

Great customer experience! I would highly recommend kwm wealth to anyone who like myself didn’t have much experience with investing. I was guided through the process slowly and was explained each stage at a pace that I would understand. I am now confident about having a comfortable retirement that I’ve always wanted. Thank you

26 de junho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

With no investment experience in the…

With no investment experience in the past, I was guided through every single aspect of the process. They worked with us to really understand our needs and situation. When they reassured us from the start to say they will be with us through every step of the way, they really did mean it and their service was faultless

24 de junho de 2022
Avaliação não solicitada

A Experiência Trustpilot

Qualquer pessoa pode deixar uma avaliação na Trustpilot. Quem escreve uma avaliação tem a possibilidade de editá-la ou excluí-la a qualquer momento. As avaliações serão exibidas enquanto a conta estiver ativa.

Contamos com pessoas dedicadas e tecnologia inteligente para proteger nossa plataforma. Descubra como combatemos avaliações falsas.

Saiba mais sobre o processamento das avaliações da Tustpilot.

Aqui estão 8 dicas para escrever ótimas avaliações.

A verificação ajuda a garantir que pessoas reais estejam escrevendo as avaliações publicadas no Trustpilot.

Oferecer incentivos por avaliações ou pedir por elas seletivamente pode distorcer o TrustScore, o que vai contra nossas diretrizes.

Saiba mais