We are professional investment managers, all our advisers are trained as stockbrokers and financial advisers to ensure that we can provide you with the most tax efficient bespoke financial planning to meet your financial needs both now and in the future.
tailored investment planning to your individual needs whether your requirements are growth, income or a combination of both.
We provide bespoke protection planning that can provide you and your family with peace of mind.
We can help you plan for retirement, helping you achieve the retirement income that you expect and deserve.
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.
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.
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.
KPW Investments are able to provide advice on many different aspects of financial planning, helping individuals with different strategies at different stages of their lives.
As a whole of market financial advisory firm, we are not tied to any particular provider, so our services cover a wide range of financial products and providers.
KPW Investments aim is to work with you over the short, medium and long term as your life develops, making sure your investments are still suitable for your needs. We will also ensure that you are kept informed of any changes that may affect your financial objectives.
Every individual client is unique, and we aim to tailor our advice for each individual.
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.