Audit Firm

At KWM, we understand that the pressures of your hectic work schedules and that this can take priority over the time spent on planning your own financial future.

For many years at KWM, we have worked with Partners of the large audit firms such as Deloitte, EY, KPMG and PwC. We understand the daily demands placed on you and have experience in building financial plans based around how you are paid, whether you are a self-employed Partner or a salaried employee.

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.

This range of solutions and ongoing services available to you has been carefully refined to not only help you reach your financial goals, but also to ensure that you remain compliant to the specific independence constraints that you work under.

KWM can assist in this process to ensure your investments are properly recorded by your Audit Firm.  Please speak to a KWM Adviser for more information.

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.

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