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
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
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
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
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.
Reino Unido
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kwm have been a life saver by helping me put a plan in place. I was slowly losing hope about the future as I was unaware what my position was. Kwm was able to help turn things around very quickly and get me back in control of my finances and future.
I was recommended to use KWM wealth to help consolidate my pensions as I have had many jobs in my career. I am now able to see everything in one place with great returns even during the pandemic. I look forward to continuing my journey with them for the long term
Very useful and professional service. Would get email and telephone responses almost immediately. Everything was explained clearly and not pushy at all. This is the kind of service I was always looking after some bad experiences in the past.
Very helpful with great service throughout. Highly recommend to anyone looking for financial advice.
Thanks Daniel Nardiello for all your help and advice with my first ISA.
Daniel Lee is my financial adviser and I couldn’t recommend enough. He made me feel very comfortable being a first time investor and had answers to all my questions!
Would highly recommend KWM Wealth Management for great advice and professional service
KWM were very professional and gave very good advice - I would recommend them to all, Thank You
KWM provide high quality advice and service. Thankful for their support. I would highly recommend.
Anish has given us some really great advice. Didn't realise a few other benefits. Highly recommend a chat with him
Anish from KWM Wealth has given me advice relating to my pension and everything was explained very clearly with no pressure to make an immediate decision. He took time to go through all my options and presented an easy to understand financial forecast. An excellent service all round.
Thank you to Lee and Pritesh. Mainly for providing a great wealth of knowledge regarding financial planning and pensions. Very honest and reliable, could not have asked for anything more. We will be using their services going forward with our business and personal finances.
I have had the pleasure of dealing with John Klipp for many years. His professionalism can't be faulted and he is by far the most efficient managers I have ever dealt with. I would not hesitate to highly recommend John and his team. many thanks
Thank you Daniel Nardiello for your help, advice and guidance. A great man
Thanks KWM for the excellent advice and support. A special mention to Joanne who went above and beyond to help me! Totally recommend their services!
A huge thank you to KWM Wealth for all of their support and advice, would highly recommend!
Daniel Lee is an excellent financial adviser and a lovely human being too. He offers good advice and is always available to help! I can honestly say it is a real pleasure working with him.
KWM Wealth offered an extremely pleasant service to me and gave me very good advice. Would highly recommend to anyone!
Anish has all the experience and skill to guide you through your finances. Many thanks for your time and advice - it has made a difference.
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