KP Wealth Management Ltd was established in 2018, when its director accepted an invitation to join St. James's Place Wealth Management, now trading as KP Financial Wellbeing in 2020.
Kaye has over 18 years of experience in financial services and has provided expert advice to hospital doctors and consultants, GPs and practices as well as private individuals and directors.
At KP Financial Wellbeing we provide tailored specialist advice in a personal and professional manner. We are committed to building long-term relationships with our clients to understand and help deliver all of your financial goals and objectives.
We work with both individuals and corporate clients and are particular specialists in the medical market.
Our advice can be delivered at your place of work or home, whichever is most convenient for you.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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As a company director, I wanted to make sure that I had an appropriate pension in place. Kaye was able to help with this in a friendly, approachable and professional manner. So much so that I am now asking her to review all the personal protection policies I have in place. If you are looking for som...
The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.