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
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
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Veja o que dizem as avaliações
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
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
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
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
Reino Unido
- 0207 122 0117
- kwmwealth.co.uk
4,2
Muito Bom
151 avaliações
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.
Great Staff
The staff provide all the information in a clear and accurate manner so the information is easy to understand. They are always willing to help by answering any questions and queries that I have very quickly. Providing great customer experience.
24 de abril de 2022
Avaliação não solicitada
Excellent service
Everything was explained thoroughly. Excellent service, would definitely recommend.
24 de abril de 2022
Avaliação não solicitada
Great service
Great service, the staff were attentive and answered all of my questions. Would definitely recommend.
24 de abril de 2022
Avaliação não solicitada
Highly recommend
Highly recommend
Great service. Very helpful. Thank you.
24 de abril de 2022
Avaliação não solicitada
Great service.
I received great service. Would recommend people to use this service.
24 de abril de 2022
Avaliação não solicitada
Retirement planning
I was referred to PJ by a close colleague of mine to help me plan for my retirement. I transferred my previous pension schemes and now have a great understanding of what my retirement will look like. I wish I had done it sooner!
23 de abril de 2022
Avaliação não solicitada
Excellent advice and very friendly
Excellent advice and very friendly. Would definitely recommend to family and friends!
22 de abril de 2022
Avaliação não solicitada
Very professional
The team was very helpful and dealt with my queries efficiently and professionally
22 de abril de 2022
Avaliação não solicitada
Great team
The service I received was very professional and it helped me understand my finances. I highly recommend and will be investing again
20 de abril de 2022
Avaliação não solicitada
Excellent professional service…
Excellent professional service provided, I feel that my investments are in safe hands!
19 de abril de 2022
Avaliação não solicitada
Personable and Professional
Really personable and professional help with my finances. Excellent correspondence also, much appreciated!
19 de abril de 2022
Avaliação não solicitada
Very quick and thorough!
19 de abril de 2022
Avaliação não solicitada
Great advise
Great advise - we’re very helpful and understanding of what I was after. We’re great help would use again
19 de abril de 2022
Avaliação não solicitada
A great service
A great service! Thank you for being so clear and patient with me. As a first time investor I was nervous about beginning my journey into a world I know very little about but the staff at KWM put me at ease immediately,
answering any and all questions I had and always being available to advise me.
19 de abril de 2022
Avaliação não solicitada
Great advice!
Extremely helpful with all aspects of my financial planning.
19 de abril de 2022
Avaliação não solicitada
Would highly recommend KWM!!
Would highly recommend KWM to anyone! Was provided with great financial advice and felt very confident and comfortable in investing.
19 de abril de 2022
Avaliação não solicitada
Thank you to KWM Wealth
Thank you to KWM Wealth. Given great advice about ISAs. Would recommend their services to anyone.
19 de abril de 2022
Avaliação não solicitada
KWM Wealth Management's amazing services
I felt very confident in KWM's services and advice. Not only does my money feel safe, I'm extremely happy with my investments!
19 de abril de 2022
Avaliação não solicitada
Highly recommend
I am very impressed with the client experience from the first initial call right through to becoming a client of kwm wealth. Well done guys, keep it up. Highly recommended.
18 de abril de 2022
Avaliação não solicitada
I have used KWM for about a year now…
I have used KWM for about a year now and can honestly say it’s made me feel a lot more confident in my finances for the future.
Nish is professional, helpful, down to earth and knowledgable in any area that I need require services for.
Would recommend to anyone at any age!
16 de abril de 2022
Avaliação não solicitada
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