KPW Investments
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
Reviews
Reviews are taken from publicly available sources.
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.
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.
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.
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | KPW Investments (this page) | ★ 5,0 | 50 | No |
| 2 | Martin Campbell Financial Management | ★ 5,0 | 44 | No |
| 3 | One Four Nine Wealth (Glasgow) | ★ 5,0 | 97 | No |
| 4 | Henderson Stone & Co Ltd - Financial Planners | ★ 5,0 | 31 | No |
| 5 | The McKnight Financial Group | ★ 5,0 | 56 | No |
