Our services for KPMG employees and partners

W1M has been pre-approved by KPMG to advise you. We fully understand all the restrictions and can ensure that our advice and investments will not breach the regulations and controls. You are in safe hands.

Our Integrated Approach

We aim to provide each client the service that is most appropriate for their circumstances, offering an integrated approach to wealth and investments. Successful financial planning is much more than simply investing. Having a plan which aims to meet your short, medium and long term goals compliantly and tax efficiently is key to a successful financial future.

We offer a bespoke personal service, through a dedicated financial planner who will guide you through all of the options, agree your priorities and will set out a clear pathway to achieve them. Get in touch to see how we can guide you and your family through issues such as family protection, savings, investment advice, retirement options and serve you with general financial planning for your future.

Get in touch

Speak to a member of the W1M team

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