Private wealth. From £200,000.
Make more room
for living.
You’ve worked hard to get here. Give your wealth a plan that connects with the life you want to lead.
Personal attention.
A complete view of your wealth.
Private wealth, made personal
You don’t need millions.
You need a plan
that understands you.
Private wealth services from £200,000. A personal relationship built around your priorities, your family and everything ahead.
Perhaps you’ve built a business, saved steadily, received an inheritance or reached a turning point. KPO helps bring the financial picture together, organise the decisions and coordinate the specialist expertise you need.
Investable assets are money available for investment, rather than the value of your main home. We agree the scope and fit of each relationship individually.
Get to know KPOMore time.
More memories.
Bring your family’s future into focus.
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Freedom to
choose what’s next.
Explore retirement and future income.
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A future beyond
your business.
Connect professional and personal goals.
↗The KPO Wealth Builder
A little perspective.
A world of possibility.
Explore what your starting capital, regular savings and time could mean for your future. Change the numbers. See the difference.
Start with your numbers
Illustrative 6% yearly return, 0.75% annual costs and 2.5% inflation. These are adjustable examples, not a forecast or a KPO fee quote.
In today’s money: —
Build your own scenarioEducational illustration only. Investments can fall as well as rise; you could get back less than you invest. Real returns vary. Tax is not included.
Expertise for real life
Bring the important
decisions together.
From growing your wealth to planning an income and looking after the next generation. A wider perspective, with clearly defined specialist support.
Explore all 12 service areasWealth strategy & planning
A clear view of where you are. A considered plan for where you want to go.
Explore this area 02 InvestingInvestment management
Connect investment decisions to your objectives, time horizon and capacity for risk.
Explore this area 03 PlanningRetirement & future income
Plan for the freedom to choose how you spend the next chapter.
Explore this area 04 LegacyTax, estate & succession
Bring the right people together to plan how wealth is held, used and passed on.
Explore this area 05 PlanningProtection & financial resilience
Consider the events that could disrupt your plans, and the people who depend on them.
Explore this area 06 SpecialistEntrepreneurs & executives
Connect the wealth you create at work with the life you are building beyond it.
Explore this areaKPO provides strategic advisory and coordination. Regulated and specialist services require the relevant authorised or qualified professional. How services are delivered ↗
The value of a connected relationship
Someone who sees
your whole world.
Your investments. Your family. Your ambitions. Your plans for tomorrow.
These conversations belong together. KPO helps you organise the picture, understand what needs attention and bring the right people around each decision.
- A personal point of contact
- Coordination with the advisers you already trust
- A plan that keeps pace with your life
The first step is straightforward
Start with a conversation.
Build from there.
We agree the scope, responsibilities and fees before work begins. You should always understand the next step.
Understand
Your life comes first. We begin with your priorities, responsibilities and the questions you want to answer.
Organise
Bring the financial picture together and identify the decisions, information and specialist input needed.
Coordinate
Agree the scope, responsibilities and fees. Connect the relevant specialists with your existing advisers.
Review
Keep the overview current and return to the plan as your life, circumstances and ambitions evolve.
A clearer understanding
Good decisions start
with better questions.
picture.01
Wealth essentials
What belongs in a complete wealth plan?
The questions that connect investments, family priorities and the life you want to lead.
Read the perspectiveopportunity.02
Entrepreneur perspective
Your business exit starts before the sale.
Why personal priorities deserve a place alongside the transaction workstream.
Read the perspectiveto choose.03
The next chapter
Five questions before you retire.
A practical starting point for a more informed retirement conversation.
Read the perspective