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
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Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
KWM Wealth always provide very good…
KWM Wealth always provide very good advice and have helped me to massively reduce my tax bill throughout the years. Thank you!
25 de agosto de 2021
Avaliação não solicitada
Very happy with the service from start…
Very happy with the service from start to finish. Friendly and person orientated, welcoming and take the time to get know you and understand your goals.
25 de agosto de 2021
Avaliação não solicitada
Excellent experience overall
Excellent experience overall. They have provided top-level service and would highly recommend them.
25 de agosto de 2021
Avaliação não solicitada
Bespoke Planning
KWM have taken the time to understand my financial goals and created a plan for me to achieve them. Everyone in the office has always been friendly and professional whenever I have needed advice. I would highly recommend them.
25 de agosto de 2021
Avaliação não solicitada
Thanks for the help!
I’ve never really understood how to arrange my finances so working with KWM has been great to help me get my money in order. I can’t thank them enough for their help
22 de agosto de 2021
Avaliação não solicitada
Thoroughly impressed with the service I…
Thoroughly impressed with the service I have received! Being with them for 5 years I cannot fault the interactions I have had, the helpfulness has impressed me and especially including their attention to detail which is second to none. Highly recommend!
21 de agosto de 2021
Avaliação não solicitada
I have been with KWM for a good few…
I have been with KWM for a good few years now and they have always been very knowledgeable and helpful. I would highly recommend them!
21 de agosto de 2021
Avaliação não solicitada
Thanks so much
Thanks so much. We are Really happy with everything! Would def recommend !
21 de agosto de 2021
Avaliação não solicitada
I have worked with KWM wealth for many…
I have worked with KWM wealth for many years and I can honestly say that it's great working with KWM wealth! They are friendly, approachable and always keeps on top of things. They demonstrate a high level of professionalism and always strive to deliver great results for their clients and service providers.
20 de agosto de 2021
Avaliação não solicitada
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