About us

At KWM Financial Planning we know that there’s a difference between one off financial advice and life long financial planning which is exactly why our expert Personal Advisers aim to establish long term relationships with all of our clients.   Financial Planning needs to be flexible because life is flexible, as you, your circumstances or products and legislation change, we’ll remain close by to advise whenever you need us.   Everything starts with you the client, we don’t tell you what we offer, we ask you what you need.   Whether you’re an individual or a corporate client, we listen to your personal requirements and then talk you through your specific options.   We want all of our clients to be able to make informed decisions about their financial futures.