KWM Wealth

22/09/2025

12/08/2025

3 Myths About Annuities – Busted!

Annuities are making a comeback as retirees look for guaranteed income, but misconceptions still stop many from exploring them.

Which of these myths surprised you most?

05/08/2025

If you don't know how much money you'll need for retirement, you're not alone.

We asked 200 high earners who are looking at planning if they knew; 60% didn't know, and the rest only had a rough idea. None knew exactly how much they'd need.

Here are the exact numbers and why they're essential.

Sources:

Financial Clarity Survey, KWM Wealth, August 2025.

Retirement Living Standards, Pensions UK, 2025.

29/07/2025

Avoid these common financial pitfalls in your 40s: from taking on unnecessary debts to falling into lifestyle creep.

Recognising these ahead of time can help protect your future and provide peace of mind.

22/07/2025

Almost three-quarters of the people who took our Financial Survey admitted they’re not as tax-efficient as they could be.

With speculation often in the news, it’s easy to wonder if you're utilising what's available.

Working with a financial adviser can help reduce the stress often associated with tax planning. An adviser works alongside their clients, reviewing the current situation and adapting plans if needed.

Financial Clarity Survey, KWM Wealth, June 2025

15/07/2025

As a parent, are you wondering how to best save for your children's future?

KWM Adviser Oliver Chessis recently wrote an article on this, and he's sharing the highlights in this video.

Don't miss out on tips for saving for education, first homes, and building a strong financial foundation!

https://www.kwmwealth.co.uk/archives/9208

08/07/2025

We had our Summer party at Pocket Square London last week, and the Social Committee did a fantastic job organising this. Last year's was hard to beat, but we think they managed it.

Our team worked incredibly hard this year, from advisers to the client experience team and marketing, so it's good to see everyone letting their hair down.

27/06/2025

Our advisers attended the St James’s Place Wealth last week.

It was a great day reconnecting with our St James’s Place colleagues, hearing from industry experts and sharing best practice.

24/06/2025

Thinking about selling your business?

It’s a big decision, but the right preparation can help secure the best possible outcome for your hard work.

From clarifying your personal goals to making sure your finances and team are ready, every step you take can help.

Here are some tips to help you on your journey.

29/04/2025

As parents, we want to give our children the best start in life. This new tax year is the perfect time to plant financial seeds that will grow into a strong foundation for their future.

Written by KWM Adviser, Oliver Chessis, he’s covered various methods you may be able to take advantage of this tax year.

https://www.kwmwealth.co.uk/archives/9208

Responsible Investing and financial planning to inspire your financial future

20/04/2025

Happy Easter to all our colleagues, clients and friends.

15/04/2025

We’re excited to introduce Jackson Britton, a new Financial Adviser at KWM Wealth.

Welcome to the team!