KWM Wealth
Company

KWM Wealth

Financial Services United Kingdom 36 employees
Employees
36
Contacts
4
Emails
4

KWM Wealth Overview

Headquarters
United Kingdom
Industry
Financial Services
Employees
36
Founded
2009
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About KWM Wealth

Our Mission is Clear… This is your Future. We Will Collaborate With Purpose, Empower with Expertise and Achieve with Pride. COLLABORATE You and Us. A common goal. At KWM, we understand the potential of collaboration. Together, we bring wealth to life. EMPOWER Talent. Dedication. Resolve. Everything you have, you’ve earnt. At KWM, we enable you not only to accomplish your financial goals, but to surpass them. Let us join your journey. ACHIEVE Achievement (noun). A thing done successfully with effort, skill or courage. At KWM, we are defined by our exceptional client outcomes. Outperforming your expectations is what sets us apart. We get it. It’s what we do. KWM Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. KWM Wealth Ltd is registered in England & Wales, No. 8403060. Registered Address: Lynton House, 7-12 Tavistock Square, London, England, WC1H 9BQ SJP Approved 02/04/2025

KWM Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

KWM Wealth Org Chart

Sample employees and titles
Name Title Contact
James Houghton I Help Professionals and Business Owners Establish Financial Security Through Timely Creation of a Tax Efficient Bespoke Financial Plan.
Email
Michael Lee Dippfs Adviser at Kwm Wealth Ltd; a Principal Partner Practice of St. James's Place Wealth Management
Email
Lee Simons Helping You Establish Financial Security While Protecting You, Your Family and Your Assets. Minimise Tax - Maximise Wealth - Protect Against Risk
Email
Elliott Winner Helping You Plan and Protect Your Financial Future, by Organising Your Money Simply and Efficiently
Email

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

KWM Wealth Tech Stack

Security 2 profiles

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