As well as working collaboratively with many of our clients’ Accountants, at KWM we also advise many Accountants themselves.  After all, an Accountant knows better than most the power and importance of having their financial affairs arranged in a tax efficient manner.

However, we understand that the pressures of working in financial services can take priority over the time spent on planning your own financial future.

For many years at KWM, we have worked with Partners of Accountancy firms, employed Accountants and various other accounting professionals.

At KWM, we have experience in building financial plans based around how you are paid, whether you are a self-employed Partner or a salaried Accountant.

In our experience in this space, just investing isn’t enough. If you want to achieve your financial goals – whatever they may be – you are going to need the right investment strategy.

You might want to grow your wealth or generate an income from the money you already have; quite possibly you may need a combination of the two. Whatever you need, we can help.

With our advice, investment solutions and regular reviews, you can help secure and inspire your financial future.

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances. The range of investment solutions and ongoing services available to KWM has been carefully refined to help you reach your financial goals.

The value of investments will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

We're ready to help