About us

We provide

  • Employee Benefits Packages
  • Pensions
  • Medical and life cover
  • Pensions regulatory advice
  • HR administration support
  • Staff Advice Clinics

We work with

  • SMEs
  • Professional firms
  • Not-for-profits

We are regulated by

  • The Financial Conduct Authority

Key statistics

• 42 corporate clients
• 79 employee benefit schemes
• Over 4,000 employees in pensions schemes
• 60 advice clinic days a year
• 10 professionally qualified financial advisors
• 5 paraplanners
Part of KW Wealth Group, an AIM-listed firm employing 70 people and established in 2011

Click here to contact us or call 01732 758655
Group Life and Medical Schemes tailored to your business
Our expertise and contacts may save you money or give better quality cover
Excepted Life schemes for those over the Pensions Lifetime Allowance
Key person cover protects your business against the loss of a critical employee

What Makes Us Different?

Our People

  • Professionally qualified
  • Regulated
  • Financial planners
  • Combined experience of over 10 years in employee benefits advice

Independent Advice

  • We are not tied to any particular product provider

Responsive Service

  • Each of our clients has a dedicated service team to support them

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.