Who we are
KWM Financial Planning, is based in County Durham. Our consultants have over 60 years' of combined experience within Financial Services. Our clients range from professional business people, to young families, to those who are retired or approaching retirement – all of whom wish to secure their financial future. At KWM we offer you the benefit of face-to-face advice to meet all your financial needs, whether your priority is to:- Preserve and build capital
- Gain financial protection against risk
- Reduce Inheritance Tax Liability
- Arrange a mortgage
We specialise in providing a bespoke service for each of our clients. We work closely with Individuals and Corporate Affiliations to offer a tailored and personal service built upon a wealth of expertise and your knowledge that we are with you for the long term.
With the hectic lifestyles we live today, we understand that very few people have the time or indeed the inclination to manage their financial affairs effectively.
This is hardly surprising given that the financial world we live in is complex and fast-changing.
It is inevitable that we want our wealth to work for us and at some stage in our life most of us will need to seek financial advice, to provide security for our families and to build and preserve our capital.
We have a wide range of expertise available through our experienced adviser team. This has allowed us to help people – both individually and in business – to fulfil their aims and aspirations, as well as offering that all-important “peace of mind”.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
