KWM Wealth Avaliações 

151
•
O TrustScore é 4 de um total de 5

4,2

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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

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4,2

Todas as avaliações

(151)

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Avaliado com 5 de um total de 5 estrelas

Financial advisors are many

Financial advisors are many, but Anish stands out from the crowd as he really studies your position by analysing every aspect of your personal situation. His knowledge of the financial markets enables him to advise the best way forward to secure financial security. He is not pushy at all and has a wealth of experience in all money matters. I would highly recommend every time.

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

Best Financial Advisor

I have had several Financial Advisors over the years but after recently meeting Anish Devkaran I can honestly say he is by far the best, very knowledgeable and giving me the best advice.

5 de março de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I can’t recommend Elliott enough

I can’t recommend Elliott enough. I don’t come from a financial background and didn’t really understand where I should be investing my money. Together with Elliott we have mapped out a plan for the future. Elliott really listens and tries to understand your needs first before advising which is the best route to go. I wouldn’t go anywhere else!

23 de fevereiro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Anish was amazing

Anish was amazing. From our initial conversation I knew he was the right financial advisor for me. He explained everything in detail and helped me amalgamate all my pensions into one provider - would highly recommend him to friends and family!

18 de fevereiro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Informative, knowledgeable and friendly

I've known Anish Devkaran for a little while and in that time I have learnt so much. I come from a finance background and thought I knew about my investments. Having met with Anish, I was wrong. There is so much to think about and Anish is a wealth of knowledge. He breaks it all down and communicates in a way that is easily digestible and relatable. I have no hesitation is recommending Anish.

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

Expert, trustworthy and knowledgeable

Not knowing what to do, I first met with Ziad 2 years ago. He took me various different options in a jargon free manner giving me the pros and cons of doing more with the money I had in the bank.

After regular meetings and Ziad proactively staying in touch/sending me market materials, for the first time, I have confidence about my short to medium term investments and long-term pension plans.

Ziad is reliable, trustworthy and knowledgeable. I have already recommended Ziad to my extended family and friends. I recommend Ziad on a professional and personal basis.

25 de janeiro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

5* experience from highly competent adviser

Thanks so much to Elliott and the KWM team. Professional service from a knowledgeable and competent adviser, who I have been with for a number of years. Explains all aspects very clearly while giving genuinely helpful advice. Would highly recommend

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

Thanks to the team at KWM

Thanks to the team at KWM, especially Lee who has helped us establish financial clarity through regular contact over the last few years. Always on hand to answer any questions no matter what day of the week! Thanks for your continued advice and support.

15 de janeiro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Thanks to KWM. 5* company.

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 change something, there is always a friendly someone available to help us promptly. This has led to our Director team taking advice for ourselves to. Top company would recommend

8 de janeiro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Good advisor, put minds at ease

I've invested into personal pension via John for over 8 years now, being in financial services myself, I could be a tough customer, asking many question and demand good solutions also. John has handled all my queries in professional and amicable manners, and also provided good and timely advice. I've not had experience with another private wealth provider, but I've not had any reason to look for another so far!

26 de outubro de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Highly recommended

Great professional friendly service from John Klipp. Always on the end of the phone for advice and help.
Great returns on Pensions and ISAS.
Would highly recommend the company and John.
I give them 5 stars.

18 de outubro de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

KWM Wealth are an ideal partner for me

KWM Wealth are an ideal partner for me, managing financial affairs I’ve been more than happy to delegate to them for many years now. I trust them to look after my best interests, provide great advice & by having the confidence I do, allows me peace of mind. Whilst John Klipp is personable, friendly & always on hand, he’s always incredibly professional, diligent & committed, meaning I can find no fault with their service.

18 de outubro de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

First class service in all aspects

Have been with this company for many years, excellent service in all aspects. Have helped my pension funds improve and always know I am in safe hands. Nothing is too much trouble !! Big thank you John Klipp and his assistant Sophie!!

7 de outubro de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Outstanding service

Outstanding service, I would highly recommend to anyone. Anish has been extremely helpful in providing me with the expertise and understanding needed to ensure that I am financially set up for the future. The service he provides is clear and thorough, I am grateful to have found him.

28 de setembro de 2021
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

KWMW: efficient and knowledgeable

John Klipp has helped me manage my finances for 8 years. KWMW support has allowed me to transition from full-time work, through the early days of retirement, and beyond.

Rapid and efficient responses to my emails have reduced my worries and saved me money, when changed circumstances caused me to panic.

John, in particular, has always taken my queries seriously, and replied in a clear, pleasant way, without making me feel like an idiot. As someone without great wealth, I have found his support integral to my avoiding financial problems, and making the most what I have.

24 de setembro de 2021
Avaliação não solicitada

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