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KPW Investments

KPW Investments

5.0(50 reviews)See reviews ↓·Glasgow

About the company

KPW Investments is a partnership co-founded in 2011 by Stephen Wright and Edward Kelly. The firm acquired OKDFS in 2020. The firm offers investment management, retirement planning, defined benefit pensions, estate planning, mortgage advice, and financial protection.

Edward Kelly, Alex Irvine and Elaine Hunter are Chartered advisers, with Hunter also Fellowship-qualified. Stephen Wright has over 20 years in the financial services industry, Stephen Thomas more than 35 years, and Craig Richardson over 20 years as an Independent Financial Adviser. KPW Investments has three pension transfer specialists.

What customers say

Based on genuine customer reviews

KPW Investments has built a loyal following in Glasgow, with reviewers repeatedly returning to the same theme: the long-standing relationships they have formed with the firm. Many describe dealing with Eddie Kelly for more than a decade, some having first been introduced through parents before extending the relationship to siblings, spouses and friends. The consistency of his advice across share portfolios, private pensions and general investment management is a point that comes up often, with customers noting that funds and portfolios have performed well over the years. Reviewers describe Eddie as knowledgeable, approachable and always available for discussion, taking care to understand individual circumstances before recommending changes.

His explanations of market conditions are consistently described as clear and straightforward, making complex financial decisions easier to follow. Office staff are likewise praised for being pleasant, efficient and quick to answer queries, and clients value the proactive communication that keeps them informed about how their investments are progressing. Several customers mention that questions and concerns are handled promptly and thoroughly, with nothing treated as too much trouble. The recurring picture is of a practice built on trust, careful listening and steady, transparent guidance across pensions, investment portfolios and financial planning.

Financial plannerInsurance brokerInvestment serviceLife Insurance AgencyMortgage brokerPension office

Reviews

Reviews are taken from publicly available sources.

JS
James Steven19 April 2026

I have been dealing with Eddie Kelly at KPW for over 10 years, with my share portfolio and the consolidation of my private pensions. The service, communication and professional advice provided by Eddie and the team is excellent and my portfolio/fund has performed very well over the years. I am happy to recommend KPW for financial advice.

LS
Lisa Scarpellino9 April 2026

I am very pleased with the service provided by Eddie and his team in managing my pension. They have consistently been professional, approachable, and responsive, always taking the time to answer any questions I have had. Nothing has ever been too much trouble. Their clear communication and supportive approach have made the entire process straightforward and stress-free. I would have no hesitation in recommending Eddie and his team to anyone seeking reliable and high-quality service.

JG
J&M Gray24 March 2026

Eddie at KPW has been advising us and looking after our investments for over 10years. We have been very happy with his advice and the work he has done for us. We would have no hesitation in recommending KPW.

JM
Jean Mulholland23 February 2026

We’ve been clients of Eddie Kelly at KPW for over 12 years since my husband’s retirement and are more than happy to recommend the company. Eddie is knowledgeable, trustworthy and readily available for advice and the office staff are efficient and approachable. We have already recommended Eddie to friends.

DM
D Mac22 February 2026

We have been dealing with KPW for over 10 years and have always found Eddie Kelly to be very knowledgeable, reassuring and highly professional. Eddie is very good at clarifying and explaining the market and has provided excellent guidance with regard to our portfolios. He is very approachable and quick to respond. His office staff are always very pleasant and efficient. We would have no hesitation in recommending KPW.

TC
Thomas Currie18 February 2026

Been with Eddie at KPW for about 2 years now. All my small pensions have now been brought together into one and as Eddie is managing the portfolio of investment choices within it I think a 10% return on both years so far speaks for itself. Ok Investments can go up and down but I feel Eddie does have his finger on the pulse for following the market. As such I would have no problem saying I would highly recommend you to get his advice.

DA
Dennis Addison17 February 2026

I have used KPW(EK) more or less since the business commenced trading. Eddie has always been available for discussion, listened carefully to our needs and taken appropriate action in support of our objectives. Results achieved have been very satisfactory throughout.

Financial advisers in Glasgow compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Glasgow are compared.

RankProviderRatingReviewsOpen Sat.
1KPW Investments (this page)★ 5,050No
2Martin Campbell Financial Management★ 5,044No
3One Four Nine Wealth (Glasgow)★ 5,097No
4Henderson Stone & Co Ltd - Financial Planners★ 5,031No
5The McKnight Financial Group★ 5,056No
Contact
+441412484982www.kpwinvestments.co.uk7 Royal Cres, Finnieston, Glasgow G3 7SL
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–13:00
SaturdayClosed
SundayClosed