Life at KWM

What To Expect At KWM

Expect support. Expect career progression. Expect to work with a purpose. And expect to have fun. We understand the power of teamwork and collaboration. We understand that diverse teams and inclusive environments provide the foundations for creativity, innovation and growth. Our focus is on building a ‘culture of the possible’ where everyone has clarity of purpose, feels valued and can achieve their goals.

Collaborate

The KWM ethos is simple. Forget the formal, turn away from the traditional – embrace the potential. A vibrant working culture enriched by your energy, your diversity and your ambition.

Empower

Every day, we’re building a ‘culture of the possible’ that enables and inspires. We’re upholding the values that set us apart. And we’re empowering the talent within.

Achieve

We listen. We innovate. And we don’t stop until we’re done. Achieve more than you ever believed possible.

My KWM Journey

Sophie

Sophie

When I think of what KWM means to me, the answer is people.

Mike

Mike

I couldn’t be happier with the decision I made all those years ago.

Ambra

Ambra

I joined KWM and I feel as though I have found a role that I enjoy in a company that I enjoy. The aura of the office is great and everyone is lovely and ready to help.

Dan

Dan

I love my colleagues and the culture at KWM, as well as the flexibility of where I can work.

Fariha

Fariha

The team supported me with learning about all aspects of the business and have helped me reach the stage of becoming a Qualified Financial Adviser.

Lily

Lily

Before I joined KWM I was fresh out of sixth form, I had a couple jobs but never really had an idea of where I wanted my future to go.

Ninder

Ninder

With so much extra free time now, my work life balance is in a much better place, meaning I can spend a bit more time with my Granddaughter!

Sasha

Sasha

I feel secure that working as part of KWM, I have a strong future ahead for me and my family.

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When I think of what KWM means to me, the answer is people. At KWM everyone is given as much support & opportunity as they desire, and their potential has no limits. Being part of a team like KWM is like having an extended social circle… we believe that life should be purposeful & fun every day, and it sure is at KWM.

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I spent many years working for major U.S. banks, latterly in the Capital Markets, and having worked with institutional clients throughout my professional career, I was looking for an opportunity to work with individuals and really feel like I was having a positive impact on their lives and financial well-being, something that isn’t always visible in the corporate, institutional world.

Being familiar with retail financial advice, this was the direction I wanted to go in and after being introduced to the management team at KWM, it didn’t take me long to make my decision.

KWM have given me a tremendous opportunity to achieve my goals and build my client focused business, initially supporting me through my regulatory exams and then my continuing professional development, through to the marketing, paraplanning and admin support that I am provided with. KWM have provided me with an excellent business structure and vision and with continued guidance and support, have really helped me develop as an Adviser.

KWM is an extremely diverse workplace and has provided me with a fantastic opportunity, to work alongside individuals of all different ages and backgrounds, in a professional, but friendly and welcoming environment. I couldn’t be happier with the decision I made all those years ago.

Mike

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Before starting at KWM I had just finished my Law degree but soon realised that this wasn’t the path I wanted to go down. I joined KWM and I feel as though I have found a role that I enjoy in a company that I enjoy. The aura of the office is great and everyone is lovely and ready to help.
My original role was based in the client experience team, but I have since established a more concrete role as a trainee paraplanner, which is also the route that I am currently looking at qualifying in. Since starting at KWM my knowledge and expertise has substantially grown in the area. They have supported me throughout this journey as the office is full of great colleagues who help one another – there is infinite knowledge amongst the advisers, paraplanners and the client experience team. Not only that but there is also flexibility when it comes to taking my exams and studying for them. I hope to only increase my knowledge and qualifications and grow alongside KWM.

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Prior to joining KWM I studied Industrial Economics at the University of Nottingham, graduating in 2017. Whilst finding my feet, I had a few part time jobs in retail and sales, experiences that taught me invaluable life lessons and prepared me for my career. Studying economics, I was always very interested in investing and took an interest in money management from a young age. I soon joined KWM as a Marketing Consultant and worked through my exams over 18 months to then become an Associate Adviser, primarily supporting Elliott Winner, one of the Senior Advisers in the business.
During my time as a Marketing Consultant and then an Associate Adviser, KWM, both through their structured training program, chatting & learning with others whilst in the office and through supporting Elliott directly in his meetings and with his follow up work, taught me everything I needed to know about being a successful financial adviser. Before I was appointed as an Adviser, through my roles I had experience in networking, meeting prep, observing Elliott on 100s of meetings, conducting meeting follow up actions as well as fund and pension analysis exercises. With all of this behind me, and being qualified myself, I then started my own journey as an Adviser and am now advising my clients to make efficient and effective decisions with their money and achieve financial independence.
I love my colleagues and the culture at KWM, as well as the flexibility of where I can work. I have engrained myself into the team, and have been a member of the Social Committee for many years, something I really enjoy as it is really is a very social and fun company to be a part of, so organising team days and nights out is my pleasure. My aspirations for the future at KWM is to be a team leader, supporting a team of Advisers passing on the knowledge I have absorbed over the years, and in particular to help those new entering the business. I feel as though I can achieve this because I am a respected and trusted member of our cohort and I care about the people I work with and want to see everyone excel at what they do. I am excited for my future at KWM.

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Prior to joining KWM, I studied and graduated in Business Economics and spent a year working in the banking industry. As much as I enjoyed meeting new people, building long-term relationships with my clients was a key element to providing great service and therefore I aspired to join a company that delivered private bespoke service as opposed to a ‘one size fits all’ approach.
I discovered KWM and started my journey as a Paraplanner whilst undertaking additional studying for my CII qualification. The team supported me with learning about all aspects of the business and have helped me reach the stage of becoming a Qualified Financial Adviser. I look forward to continuing my journey with KWM to provide the quality service my clients deserve, helping them and their family achieve their financial goals and assisting them throughout the process.

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Before I joined KWM I was fresh out of sixth form, I had a couple jobs but never really had an idea of where I wanted my future to go.

As soon as I started with KWM I saw my future straight away, with so many opportunities being given I soon realised I can personalise my own future and take it any direction that I want with the help and support of the company. I started at KWM as a client services administrator and soon began learning the role of a paraplanner. I also had the opportunity to become a member of KWM’s social committee which is super fun, organising workdays and events.
My favourite part about working for KWM is genuinely enjoying turning up for work every day. The office is always very vibrant, and I can honestly say there is not a dull day. Everyone is so helpful and supportive of each other regardless of job role or aspirations within the company. KWM have supported me by helping me set goals and targets and paths on how to achieve them. There is endless amounts of training and resources through the company that a question will never go unanswered and a goal can never not be reached. I aspire to become a fully qualified paraplanner. I feel that I can achieve this at KWM as there is so much help and support throughout the company from the people, revision books and websites and many resources via the intranet. I am very excited to see what the future holds for myself and KWM.

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I have worked in financial services for over 30 years, initially at Nationwide and then at HBOS. Providing clients with exceptional advice and service has always been, and always will be, at the heart of what I do. I left HBOS to set up my own business, Manor Wealth Management, in 2012. Whilst running Manor WM, I handled most of the administration myself and checked all paraplanning & documentation submitted. By 2021, Manor WM had 3 employees and was managing ~£50m on behalf of ~300 clients. In 2021, I was delighted to announce to my clients that Manor WM had been acquired by KWM.
I joined the KWM team post the acquisition and have received really efficient and well-run administration and paraplanning support, where prior to joining KWM I used to out-source this. The transition process has been extremely smooth and faultless for my clients. As well as the operational support that KWM offer, they also have amazing technology platforms, like Salesforce, which frees up more time for me to concentrate on client servicing. KWM have also provided me with an Associate Adviser who has accompanied me on meetings, taking notes and completing the post meeting follow up work on my behalf. I also have support from KWM with meeting preparations and client investment return analysis, which also saves me a lot of time prior to meeting my clients.
With so much extra free time now, my work life balance is in a much better place, meaning I can spend a bit more time with my Granddaughter! I am much happier, I am sure I will continue to receive such great support from KWM going forward and most importantly I know that my clients will always continue to receive an exceptional service.

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Hi! I’m Sasha! I’m married to Emma and I have four children – Bella, Ben, Phoenix and Saskia, the baby of the crew! My first career way back in 1989 was selling fabric to store groups to make ladies garments, which I did for almost 10 years. I then made the jump into starting my own business, still in the fashion industry, and my brand JunQi became fairly well known in West Essex and London. I ran JunQi for 16 years until we couldn’t compete with the large online retailers.

Being an entrepreneur, I also co-owned a restaurant, which I sold out to my partner, and during all of this I still found time to travel the world DJing, as music was my first passion!

Having worked for many years with people, I consider myself a real ‘peoples person’. Fun loving but with a sensible head on me, after initial conversations I retrained as a financial adviser in 2019. KWM provided me with the opportunity of structured training, guidance and support from the day I joined, and being a quick learner, I adapted to my new role very quickly. The most rewarding part of my KWM journey so far is the relationships with my clients, knowing I’m helping them achieve their goals and keeping them on track for the foreseeable future.

Since joining KWM I have enjoyed being part of the team and the support and friendship within the office. I see myself staying with the KWM team until it’s time for me to hang up my working boots (but I’m not planning on that anytime soon!). I feel secure that working as part of KWM, I have a strong future ahead for me and my family.

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