Business Details
15 Years
experience
Independent Financial Advisers in Glasgow
At KPW Investments, we prioritise understanding your unique financial goals and aspirations before delivering tailored advice. Our independent approach allows us to access a comprehensive range of products and services, ensuring solutions aligned with your long-term objectives. With a focus on retirement planning, pension transfers, and inheritance tax strategies, we combine technical expertise with a commitment to client relationships. Our team of qualified professionals adheres to rigorous regulatory standards, maintaining transparency and trust in all our interactions. We conduct thorough financial reviews, design risk-appropriate portfolios, and provide ongoing support through annual reviews and market updates.Our experience spans decades, with founders transitioning from Edward Jones to establish this client-centric firm in 2011. We specialise in demystifying complex financial instruments, from ISAs to defined benefit pensions, while offering bespoke protection planning. Our Glasgow-based team prides itself on accessibility, with advisers consistently available for direct communication. Client testimonials highlight our ability to transform undiversified savings into structured portfolios and navigate challenging market conditions effectively. This combination of technical proficiency and personal service underpins our reputation as trusted financial partners.
Services
Retirement Planning
Pension Transfers
Inheritance Tax Planning
Investment Portfolios
ISAs
Insurance
Details
- Year established: 2011
Highlights and features
- We offer independent financial advice unbound by product provider restrictions
- Our team includes Chartered and Fellowship-qualified financial planners
- Regulated by the Financial Conduct Authority (FCA) under reference 609061
- Founding partners with combined experience from Edward Jones and OKDFS
- Client-centric approach with annual portfolio reviews and market updates
Associations and certifications
- Financial Conduct Authority
What people say
First class professional service
Sound investment advice
Peace of mind
Tailored solutions
Regular follow up
Services
Retirement Planning
Our retirement planning service creates strategic pathways for achieving desired post-work income. We conduct comprehensive reviews of existing pension arrangements, considering legislative changes and market conditions. By understanding individual aspirations and financial circumstances, we develop tailored solutions that optimise pension assets through various withdrawal strategies while maintaining tax efficiency.
Inheritance Tax Planning
This service focuses on preserving wealth for future generations through strategic tax planning. We analyse clients' complete asset portfolios to implement effective inheritance tax mitigation strategies. Our approach combines technical expertise with practical solutions like trust structures to ensure wealth transfer aligns with clients' wishes while complying with evolving tax regulations.
Investment Portfolios
We construct diversified investment portfolios tailored to individual risk profiles and financial goals. Our independent status allows access to the full market spectrum, focusing on long-term growth and income generation. We employ proactive portfolio management with regular reviews to adapt to changing market conditions and client circumstances while maintaining tax-efficient structures.
Defined Benefit Pensions
Specialist advice on defined benefit pension schemes, including transfer evaluations and retirement income optimisation. We help clients understand the value of guaranteed benefits versus potential alternatives. Our expertise covers assessing complex pension arrangements and their integration within overall financial planning strategies.
ISAs
We provide guidance on Individual Savings Accounts as tax-efficient wealth-building tools. Our service explains different ISA types and their suitability for various financial objectives. We help clients maximise annual allowances while aligning ISA investments with broader portfolio strategies to enhance after-tax returns.
People
Edward Kelly
Partner
Economics graduate with Edward Jones experience since 2005. Co-founded KPW Investments in 2011 after building local financial advisory practice. Specialises in pension and long-term care planning while maintaining active community involvement through football and family activities.
Russell Provan
Partner
Former engineer turned financial adviser since 2005. Established Edward Jones office in Uddingston before co-founding KPW Investments. Combines technical background with financial expertise, maintaining strong client relationships while balancing family commitments and horse racing interests.
Stephen Wright
Partner
Physics PhD holder who transitioned to financial services in 2006. Built Edward Jones practice before co-founding KPW Investments. Maintains active lifestyle through rugby and dog walking while delivering technical financial solutions to clients across Scotland.
Elaine Hunter
Financial Adviser
Commerce graduate with 30+ years' experience in pensions and financial planning. Former OKDFS director with chartered and fellowship qualifications. Specialises in corporate and individual financial planning while enjoying outdoor activities and caravan holidays.
William McLean
Financial Adviser
Veteran adviser with 30+ years' experience across multiple financial institutions. Joined KPW Investments after selling DBS Financial Management stake. Focuses on investment advisory services while maintaining interests in travel and spectator sports.
Questions
What financial services does KPW Investments offer?
We provide retirement planning, pension transfers, inheritance tax strategies, investment portfolio management, ISAs, and insurance solutions tailored to individual client needs.
Are KPW Investments advisers qualified?
Our team includes Chartered and Fellowship-qualified financial planners with decades of combined experience, regulated by the Financial Conduct Authority under reference 609061.
How does KPW Investments approach investment management?
We create diversified portfolios based on individual risk profiles, employing a long-term market approach while maintaining proactive management and regular client reviews.
Can KPW Investments help with pension transfers?
We specialise in defined benefit pension evaluations, providing expert guidance on transfer values and retirement income optimisation while considering all associated risks.
How often do you review client portfolios?
We conduct annual reviews as standard, with additional updates provided when significant market changes or personal circumstances require portfolio adjustments.
What makes KPW Investments different from banks?
Unlike banks, we offer independent advice with no product provider restrictions, focusing solely on client needs through personalised financial strategies and direct adviser access.
Reviews (3)
Instant Impact Gardens
Aug 20, 2018
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I have recommended this company on a number of occasions and they have been faultless at every turn for my clients! Highly recommend to anyone looking to invest or plan for their pension! Thank Kpw Investments
Joseph Walker
May 18, 2017
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Fantastic experience. When dealing with Steven Wright, there was no complaints what so ever.
Understanding, helpful & on point with his advice. Would highly recommend.
Understanding, helpful & on point with his advice. Would highly recommend.
Michelle Baxter
May 28, 2016
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Extremely helpful, understanding of my needs and trust worthy. I have recommended my KPW adviser, Edward Kelly to several friends and family alike.
