Financial security that
empowers your future
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We are invested in your future
We’re committed to helping you reach your financial goals
We offer a bespoke service of the highest standard “chartered” in the industry and build long term relationships with our clients. We will be proactive and review your plans as your career’s progress or help in spreading your wealth to your family whatever stage of life you are in or if circumstances change. We simplify even the most complex tasks and provide holistic advice that needs to be reviewed, as life changes and our aim is to become your trusted source of financial advice and plan to build long lasting relationships with our clients and provide peace of mind by working together.
Kris explained everything clearly, putting all the advantages and disadvantages in writing. His transparency about his services, fees, and plans gave us a clear understanding and confidence in our financial future.
It’s been great working with KS Wealth. They’re very approachable, knowledgeable, and sensitive to my needs.
Kris is quite obviously an expert in the business but he also manages to explain a complex subject with patience and clarity without confusing clients with technical jargon.
I’d have no hesitation in recommending Kris to anyone with some wealth and savings to manage and grow.
Bespoke Lifestyle Planning
What we do
Making the most of the tax system
At KS Wealth, we are dedicated to helping clients achieve their financial goals through expert guidance and personalised strategies, while maximising benefits within the tax system. Our comprehensive services cater to individuals, families, and businesses, ensuring tailored solutions that align with unique needs. From wealth management and investment planning to retirement and estate planning, our experienced advisors provide clarity and proactive support.
We foster long-term relationships built on trust, empowering clients to make informed financial decisions for greater security and peace of mind. By staying updated on market trends and regulatory changes, we adapt strategies to evolving circumstances, navigating financial complexities with confidence and optimising tax efficiency.
What we stand for
The Value Of
Advice
At KS Wealth, our core values reflect our commitment to being family-oriented, respecting every client, and delivering exceptional customer service. We believe in putting our clients’ needs first, offering personalised financial strategies that prioritise their goals and aspirations. With a strong emphasis on integrity and transparency, we build trusting relationships that endure over time.
Our dedicated team of advisors is passionate about guiding families and individuals towards financial success, ensuring clarity and support at every step. We are committed to upholding the highest standards of professionalism and ethics, adapting our services to meet evolving market conditions while always maintaining a focus on personalised care and attention to detail.
