About KGR Wealth Management

KGR Wealth Management focus on providing a holistic approach to financial planning which focuses on understanding what is important to our clients and working with them over the long term to achieve it.

Our objective is to help our clients who have the opportunity to achieve their personal and business financial goals by providing them with the right solutions at the right time.

The clients we work with come from a range of backgrounds such as sports professionals, business owners & entrepreneurial people and professional services personnel but all have the same aim, to protect and grow their wealth over the long-term.

We establish long-term relationships with our clients mapping out and guiding them through their financial future. We do this by:

  • Providing regular face-to-face meetings
  • Finding out what is important to you
  • Keeping your interests at heart
  • Being transparent about our fees and charges
  • Providing expert advice and insight into your finances
  • Helping you understand how today's decisions affect your future
  • Our Process maps out how we work with our clients

Referrals are a key part of our business. We have enjoyed building the business over the past two years through working hard alongside our clients which has built a trusted relationship with them, and their network.


Testimonials

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From the start Karl understood my unusual circumstances as a professional athlete. More than satisfied with the service and wouldn't hesitate to recommend anyone, whether you are an athlete, Director or just someone who needs a plan or some structure to your financial future.
Chris Cracknell |England 7s Player - Fiji 7s Coach

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.