Karl Winstanley (KRW Financial Planning)

Karl Winstanley
KRW Financial Planning

4N membership number: 152306

Location: Liverpool


My Stats
Last online
22nd Jun 2018
Member since
26th May 2017
Number of views
Number of posts
Number of testimonials
Meetings attended
What I Do
  • Financial Planning and Wealth Management
  • Financial Advice
  • Retirement Planning
  • Auto Enrolment Pensions
My Company Information

St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

Services we provide include:

• Financial protection against risk
• Building and preserving capital
• Managing cash and borrowings

About Karl Winstanley

I have worked in financial services for over 12 years and provide broad based advice, mainly to young families, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.krwwealthmanagement.co.uk

As a Partner of St. James’s Place Wealth Management based in the North West of the UK, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.