WORKING TOWARDS YOUR FINANCIAL GOALS

We know that everyone has different financial goals and aspirations and consequently we work hard to get to know you before providing any financial advice.

SERVICES

RETIREMENT PLANNING

We can help you plan for retirement, helping you achieve the retirement income that you expect and deserve.

FINAL SALARY/DEFINED BENEFIT PENSION SPECIALISTS

We can help you get your retirement planning back on track by reviewing your pension arrangements and if you’re about to retire, help you get the most income possible from your pension pot.

INHERITANCE TAX PLANNING

No one wants to pay more than their fair share of tax, we can help you pass on as much of your estate as possible to your loved ones.

INVESTMENT PORTFOLIOS

Tailored investment planning to your individual needs whether your requirements are growth, income or a combination of both.

ISA’s

Many people think ISAs are complicated, and that perception isn’t helped by the maze of options out there. ISAs are accounts for your savings or investments that are tax-free.

INSURANCE

We provide bespoke protection planning that can provide you and your family with peace of mind.

SERVICES

RETIREMENT PLANNING

We can help you plan for retirement, helping you achieve the retirement income that you expect and deserve.

ISA’s

We specialise in working with SME’s, helping them to make their money work harder and assisting them in offering attractive pension schemes to their employees.

FINAL SALARY/DEFINED BENEFIT PENSION SPECIALISTS

We can help you get your retirement planning back on track by reviewing your pension arrangements and if you’re about to retire, help you get the most income possible from your pension pot.

INSURANCE

We provide bespoke protection planning that can provide you and your family with peace of mind.

INHERITANCE TAX PLANNING

No one wants to pay more than their fair share of tax, we can help you pass on as much of your estate as possible to your loved ones.

INVESTMENT PORTFOLIOS

Tailored investment planning to your individual needs whether your requirements are growth, income or a combination of both.

“Stephen has provided a first class, professional and friendly service to myself and my wife for well over 10 years. His advice is tailor made to suit our circumstances, is invariably sound and has been highly effective in growing our portfolios. I have no hesitation in recommending Stephen to anyone seeking financial investment advice.”

Mr & Mrs Armour

“I have been a client of Stephen Wright since he was with Edward Jones. I have been very happy with his advice and feel he has looked after my investments very well. I are happy to recommend KPW to anyone who is looking for sound advice about savings and investments.”

Irene & Alan Campbell

“We first met Russell when he knocked our door looking to introducing himself as a financial adviser and stockbroker who would be opening a new office for US firm Edward Jones on our local main street. After our initial conversation we set up a date for him to call back to see what he could do for us.

Leading up to the next meeting we pulled out all our documents for assessment and it didn’t take him long to point out that the way the bank had set up our savings lacked diversification and proper financial planning. The main highlight here was that because it was all invested in the one place should it crash then everything was going to hit the skids and our hard earned savings would be lost. So much for the bank we used to trust? Ever since Russell has organised our savings in such a way that we understand how they work and the reasons behind each decision.

We now have peace of mind knowing that things are being looked after by someone who cares very much for his clients.”

Mr & Mrs Curle

“I have been with KPW Investments since 2010 and have found them to be the best financial advising company I have dealt with Constantly keeping an eye on my portfolio, advice with my pension, regular follow up and contact with myself and my wife. I would also add presentation and recommendations are always very courteous and professional with respect for my wishes. I would highly recommend them (KPW) to any potential investor for advice and management of your portfolio.”

James R Wilkinson

“It’s probably also a good time to thank you for all the help and straightforward advice you have given Pauline and I over the years, especially in the last couple of years which have been a bit of a challenge to say the least. Despite the stock-market roller coaster, we seem to have come out the other end relatively unscathed and in fact have enjoyed much better than expected profits. This is undoubtedly due entirely to all your hard work and shrewd planning, providing us with a sensible package of investments which is tailored to meet our needs. Also, all the small things that matter which often go unmentioned, like just being able to pick up the phone and speak to you, or, where you are unavailable, knowing you’ll get straight back to us. I know things must be pretty tough in the world of finance just now, but I just wanted to let you know your efforts are very much appreciated. Things may not always go the way we want, but it’s good to know our savings are being handled by someone we can trust.”

Michael & Pauline Creaney

“KPW Investments have provided great assistance and sound advice in relation to all our financial needs. They are always available to speak to personally and I would have no hesitation in recommending their services.”

N. Faulds

WHAT TO EXPECT

At KPW Investments our aim is to provide you with the highest levels of personal service as we work with you over the long term to help you achieve all of your financial goals.

At our initial meeting we will discuss your goals and needs which will allow us to complete a full financial review for you.

As Independent Financial Advisers we are not tied to any company and can advise you on any products on the market. We carry out our own research in house and will design a portfolio to match your risk profile and your investment timeframe. Once you become a client of KPW Investments we’ll carry out annual reviews, advise you on changes to global markets and answer any questions you might have regarding your investments.

MEET THE TEAM

EDWARD KELLY

PARTNER

RUSSELL PROVAN

PARTNER

STEPHEN WRIGHT

PARTNER

KIRSTY

OFFICE ADMINISTRATOR

MARIE

OFFICE ADMINISTRATOR

WILLIAM

FINANCIAL ADVISER

ALEX

OFFICE ADMINISTRATOR

CEONA

OFFICE ADMINISTRATOR

MEET THE TEAM

EDWARD KELLY

PARTNER

RUSSELL PROVAN

PARTNER

STEPHEN WRIGHT

PARTNER

KIRSTY

OFFICE ADMINISTRATOR

MARIE

OFFICE ADMINISTRATOR

WILLIAM

FINANCIAL ADVISER

ALEX

OFFICE ADMINISTRATOR

CEONA

OFFICE ADMINISTRATOR

CONTACT

We’d love to hear from you