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:
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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.
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.