Our story

2022
Principal Partner!

KWM’s extraordinary contribution to SJP was recognised by this rare but important status as John joined a small group of ambassadors working closely with the SJP Executive Board.

2022
Houghton Wealth Management!

KWM were proud to complete the acquisition of Houghton Wealth Management, with Founder & Senior Adviser James Houghton joining the business.

2021
Manor Wealth!

KWM completed the acquisition of Manor Wealth Management, with the founder Ninder Dhillon and her team joining team KWM.

2021
£500m FUM!

KWM reached the milestone of managing £500m of our clients funds, a responsibility we were humbled, honoured and proud to be bestowed upon us by our trusting clients.

2021
Football almost came home!

KWM proudly advised numerous members of the England football squad that almost ‘bought Euro 2021 home’ on their finances & insurances.

2020
KWM Wealth!

We rebranded the business to KWM Wealth to reflect our vision, mission, values and growth plans. The letters K, W and M no longer stand for Klipp Wealth Management, but retaining the acronym allows us to remember our yesterday, but with our eyes firmly focused on tomorrow.

2019
HOHO House!

Klipp Wealth Management acquired new premises for our team to enjoy.

2018
Winners of the SJP Football Tournament!

Klipp Wealth Management win the prestigious national SJP Annual Football Tournament at Wembley, beating the SJP Nottingham team in the final and raising lots of money for the SJP Charitable Foundation in the process.

2017
BUSINESS OF THE YEAR!

Klipp Wealth Management were named as SJP Business of The Year for 2017, reflecting the value and service we added to our clients. John was awarded the prize from Brian Cox in front of 7,000 people at the o2 Arena.

2017
£100m FUM!

Klipp Wealth Management reached the milestone of managing £100m of our clients funds. The team were congratulated by Sir. Mark Weinberg, Founder & Life President of St. James’s Place. 

2015
Acquisitions!

Klipp Wealth Management expanded by completing its first business acquisitions and adding senior management Olly Frankl & Ben Wershof to assist in growing the business.

2013
Ell joins!

The first members of staff joined and Elliott Winner was appointed as our first regulated Adviser to work with John.

2013
CONTINUED GROWTH!

Under the continued mentorship of Mike Wilson CBE, the business incorporated as Klipp Wealth Management & mapped out the future.

2011
Record Breaker!

John became the youngest ever Partner of St. James’s Place

2010
Official SJP Welcome!

Mike Wilson CBE, Founder of St. James’s Place, officially welcomes John into the SJP community.

2009
Launch!

KWM is founded by John Klipp.

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