Employee benefits

Benefits, Perks,
Rewards & Wellness

“Great things in business are never done by one person. They’re done by a team of people.” Steve Jobs.

We are a vibrant business supporting over 3,000 clients achieve the financial future that they want. But it wouldn’t be possible for us to do this effectively without our team. KWM are so lucky to be enriched by our teams energy, diversity and ambition. But our team is also a team that genuinely cares – for KWM, for each other, for their own careers and for our clients. Our benefits, perks & rewards program is our way of saying that we care too. With a focus on work-life balance and health & wellbeing, we hope our team know just how valued and appreciated they are.

We are in this together.

The Normal Stuff

Eye Tests

Tech moves us forward quickly, but it means we look at screens. We support getting your eyes tested.


The biggest blessing in life is to bring a baby into the World, so we want you to enjoy this special time and be focused on what’s most important.

Pension Contributions

After all, we are financial planning business, so we should nail this one, right?

Bonus Scheme Incentive

We recognise and reward the efforts that you bring to our team.

Work-life balance

Competitive Annual Leave

We offer competitive annual leave, with your holiday entitlement increasing for each year of service.

Christmas & New Year Off

In addition to your annual leave, we give you the 3 working days between Christmas & New Year off so you can spend that extra quality time with your loved ones.

Birthday Day Off

Nobody wants to work on their birthday, so you also get your birthday off in addition to the above.

Charity Day Off

Once a year, if you want to give back and support, volunteer or participate in something charitable then you can have a day off on us.

Casual Dress

Our dress code is ‘appropriate’ and we trust you to define that depending on what you are doing on a particular day. It could be casual and comfy, or smart business attire – it is up to you.

Early Finish Fridays

We finish at 4:30 on Fridays so your weekend starts that extra bit earlier.

Flexible Working

We have found that not everyone wants the same things, so we provide flexibility around working arrangements to suit.

Study Days Off

We support and encourage professional development, so we offer time out of the office to study before exams.

The Fun Stuff

Christmas Party

We love a good celebration at the end of the year, and we always plan something different and fun. The office Secret Santa has become legendary!

Summer Party

Once a year at Christmas is too long to wait for a big team party, so we also have some fun in the sun at our now legendary summer parties!

Social Committee

Our Social Committee are here to ensure we all stay connected and have fun. There is so much going on – you’ll receive the dates & details of all the team fun for the year in advance. You can read more about them on their dedicated page here

Team Lunches

We regularly organise team lunches, whether it is Pizza Friday in the office or a trip to a nice restaurant, it’s always nice to socialise with the team over some nice food!

International Food Day

We are enriched by our teams’ diversity, and with so many different cultures in the office, we want to celebrate that over some home-made traditional food, cakes & drink! Our annual IFD is a great event.

Sports Day

Fancy yourself in the three-legged race or with an egg and spoon? Sports Day is always good fun, especially the pizza finish!

Office Table Tennis

It’s always a good idea to break up the working day with some table tennis. The only warning is that it can get competitive!

5 A Side Football Team

Fancy yourself on the pitch? Spearheaded by our ex pro Daniel Nardiello, we enter a big annual tournament which we won in 2018.

Development & Rewards

Regular Progression & Development Planning

Track your career progress through our mentorship program. Receive feedback, guidance and coaching all with the aim of helping you achieve more than you ever believed possible.


We have developed in-house training programs, all with the aim of helping you become to very best version of you.

Professional Qualifications Support & Funding

We provide structured guidance and planning to help you achieve professional qualifications. We will fund your studying and exams and also provide paid for study leave.

Referral Remuneration Incentive

We are very grateful to anyone in our team who refers either a prospective client or employee to us and have a referral remuneration incentive in place as a sign of our appreciation.


Annual Health Screening

It’s always sensible to have an annual check, and we provide funding towards this every year.


Funding is provided towards routine dental treatment, with the amount reset each year.


This is done via an App, can be used unlimited times and offers a prescription service too


Improve your body and mind with a range of wellbeing tools and advice for a happier, healthier you. Including physical exercises, guided meditations, self-help courses & more.


Save up to 25% on membership costs at over 3,000 gyms, digital fitness and multi activity memberships.

Member Discount Portal

You could be saving hundreds of pounds a year through the range of offers, discounts and reloadable payment cards from various retailers.

Specialist Consultations, Diagnostic Tests & Scans

Funding is provided towards specialist consultations, tests & scans, including CT, MRI and PET scans, with the amount reset each year.

Flu Jab

A yearly contribution towards your annual inoculations and flu jabs.

Free Cover for Children

Up to four dependent children can be covered at no extra cost, up to their 24th birthday if in full time education, with 50% benefit entitlement.

Complementary Therapies

Funding is provided towards physiotherapy, acupuncture, osteopathy and chiropractic treatments, with the amount reset each year.

Alternative Therapies

An annual allowance covering reflexology, reiki, Indian head massage, Bowen & Alexander technique, homeopathy, allergy testing and hypnotherapy.

Digital Physiotherapy

Accessed via an App, this provides assessment and tailored self-management programmes designed to optimise your recovery journey.

* These benefits are provided by a third party provider which KWM Wealth have partnered with.

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