KPW Investments was formed at the start of 2011 by Eddie Kelly, Russell Provan, and Stephen Wright. Our aim is to provide a professional, friendly and local service to our existing and future clients.
After completing an Economics and Business Degree in 2005 I joined financial services with US stockbroker Edward Jones. I then spent five years building a local business near Glasgow helping individual investors with a range of issues from pension planning to long-term care planning. In 2011, along with two former Edward Jones colleagues, I formed KPW Investments.
This has allowed us to continue to serve local investors while building upon our qualifications. In my spare time I enjoy playing football and spending time with my family.
Having spent ten years working in engineering I began my career in financial services in 2005, starting out as a trainee Stockbroker and Financial Adviser with Edward Jones.
Upon completion of this programme and passing the relevant qualifications set out by the FCA, I opened my own office in Uddingston with Edward Jones in 2006 and continued building my business with the company until they decided to relocate back to the USA in 2009.
I then moved to another company in 2010 for a year before becoming a founding partner of KPW Investments along with two ex-Edward Jones colleagues in January 2011. In time away from the office I enjoy various sports including running 10Ks and half marathons.
After obtaining an Honours Degree in Physics, I continued my studies at University by completing a PhD in Laser Physics from which I graduated in 2006.
I have always had a keen interest in the financial markets and I was pleased when the opportunity arose for me to start training as a Stockbroker and Financial Adviser with Edward Jones. After completing the necessary exams, as set out by the FCA, I built a business close to Glasgow and opened my own Edward Jones office in 2007.
At the start of 2011, along with two colleagues from Edward Jones, I set up KPW Investments where I have continued to build a close relationship with my clients. At the weekends you will find me playing rugby with Hamilton Rugby Club, walking my dog and spending time with my family.
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
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.
My husband and I have been clients of Stephen Wright since he was with Edward Jones.We have been very happy with his advice and feel he has looked after our investments very well.We are happy to recommend KPW to anyone who is looking for sound advice about savings and investments.
Stephen has provided a first class, professional and friendly service to myself and my wife for well over 7 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..
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.
My husband was made redundant in 2008 and I followed in 2012. We needed sound investment advice for our redundancy money and pensions. Russell Provan of KPW Investments has been our financial advisor for a number of years now and we have been more than happy with his service. I am not an easy client, as we have had our fingers burnt with financial advice in the past. Russell offered us sound and appropriate advice considering my fearful attitude towards risk. He keeps in touch on a regular basis and we can contact him anytime with any concerns. Russell visits us several times a year to review our finances and suggest any beneficial changes. We both feel we can put our trust in Russell, and would be happy to recommend him to others.
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.
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.
We have been with KPW Investments for some now and are extremely happy with the advice and support we have received. A professional service coupled with a personal focus is in our experience, incomparable with that we previously received from our bank. We would recommend KPW to friends and family without hesitation.