KWM Wealth
KWM Wealth is a financial advisory firm that provides wealth management services to individuals and businesses. They specialise in responsible investing.
- Corporate Planning
- Investment Planning
- Protection Planning
- Trusts and Family Offices
- Retirement and Pension Planning
- General and Specialist Insurance
- Cash Services Powered by Flagstone
- Charitable Giving and Philanthropy Services
Locations
Digital Popularity
Social Media
LinkedIn2,414 Followers
Competitors
BBi Financial Planning is an independent financial adviser based in South Woodford, providing bespoke financial advice tailored to individual client needs.
Jones & Co is an independent financial advisory firm that offers a range of financial planning services, including lifestyle financial planning, mortgage advice, and investment solutions.
Town Close Financial Planning provides tailored financial solutions to help clients achieve their financial goals.
GDA Financial Partners provides tailored financial advice to meet the unique needs of each client.
Company Details
KWM Wealth is operated by KWM Wealth Limited and is a Active company incorporated on 14 February 2013 with the registered office located in London, Greater London. KWM Wealth Limited was registered 12 years ago.
Status
Active
Size
Unreported
Directors
1
Age
12 years old
Employees
19
Turnover
Unreported
Total Assets
£16.49M
Cash in Bank
£5.7M
Total Liabilities
-£3.96M
Teams
33
15
12
12
6
4
3
Founder & CEO • Joined Sep 2009
Managing Partner, KWM Wealth Ltd, Principal Partner Practice Of St. James's Place
Managing Partner / Head Of Sport & Entertainment At KWM Wealth • Joined Jan 2016
Operational Team Lead • Joined Aug 2023
Operational Team Lead • Joined Aug 2023
Wealth Manager • Joined Jun 2023
Business Development Manager • Joined Mar 2023
Head Of Technical & Risk • Joined Jun 2023
Head Of Client Experience • Joined Oct 2019
Marketing And Events Manager • Joined Oct 2023
Wealth Manager • Joined Jun 2023
Associate Financial Adviser • Joined Jan 2024
Associate Financial Advisor • Joined Jul 2023
Associate Financial Adviser • Joined Dec 2022
Financial Adviser • Joined Mar 2025
Paraplanner • Joined Jul 2018
Financial Advisor • Joined Dec 2019
Adviser • Joined Sep 2013
Senior Financial Advisor • Joined Oct 2022
Financial Advisor • Joined Oct 2023
Founder & CEO • Joined Sep 2009
Operational Team Lead • Joined Aug 2023
Operational Team Lead • Joined Aug 2023
Head Of Client Experience • Joined Oct 2019
Head Of Client Experience • Joined Oct 2019
Associate Financial Adviser • Joined Jan 2024
Associate Financial Adviser • Joined Dec 2022
Financial Adviser • Joined Mar 2025
Adviser • Joined Sep 2013
Financial Adviser • Joined Jul 2023
Financial Adviser • Joined Apr 2022
Financial Adviser • Joined Sep 2020
Client Services • Joined Jun 2024
Financial Adviser • Joined Jul 2019
Business Development Manager • Joined Mar 2023
Business Development Associate • Joined Feb 2024
Associate Financial Adviser • Joined Jan 2024
Associate Financial Adviser • Joined Dec 2022
Client Services • Joined Jun 2024
Client Services • Joined Feb 2023
Associate Financial Advisor • Joined Jul 2023
Financial Adviser • Joined Mar 2025
Paraplanner • Joined Jul 2018
Senior Adviser
Financial Advisor • Joined Dec 2019
Adviser • Joined Sep 2013
Financial Advisor • Joined Oct 2023
Financial Adviser • Joined Jul 2023
Financial Adviser • Joined Apr 2022
Financial Adviser • Joined Sep 2020
Business Development Manager • Joined Mar 2023
Marketing And Events Manager • Joined Oct 2023
Business Development Associate • Joined Feb 2024
View 33 members