Buckley Kiely Wealth Management
BKWM is a progressive business providing expert, impartial financial advice – to both corporate and private clients.
Since our formation we have been successful in attracting increasing numbers of clients due to our ability to help people create, build and protect capital so that they can enjoy the future they have planned for.
We have the required knowledge, experience and qualifications to ensure we provide the highest standards of professional financial planning and advice. Not only are we discreet, easy to get on with and speak your language – we’ll only ever give you sound, rounded advice, based on real personal insight and professional expertise.
Through our highly consultative financial planning process, we work with you to plan and manage your financial affairs throughout your lifetime, including handling strategic issues such as ‘how much is enough’ and complex tactical issues such as pension planning, sensible tax planning and passing wealth to future generations.
We have access, if required, to a dedicated taxation team through our sister accountancy firm, Buckley Kiely & Co, to assist us in delivering tax effective solutions to both businesses and individuals.
We are committed to providing a high level of service and quality impartial advice for our clients and we are dedicated to remaining a truly unbiased financial advisory business.
We passionately believe that to continue to be a leading financial adviser in the 21st century requires more than financial expertise and technical ability. We encourage a culture of creativity and different ways of thinking, so that the most complex issues are resolved in the most beneficial and efficient ways.
BKWM remains committed to its aim of helping both existing and new clients build prosperous secure futures. We remain as excited and enthusiastic about this prospect as we have been from the day we first began!
What clients say?
I was delighted with the analysis completed on my pension. It gave me the opportunity to make positive decisions in my life. It opened up many possibilities that I never knew I had, in fact, possibilities I thought I didn’t have or would ever have. It’s certainly worth having a consultation with Richard and Paul […]read more
Billy S. // Retired Bank Manager
Buckley Kiely Wealth Management has been advising us on our financial affairs for a number of years and I wouldn’t hesitate to recommend them. I am delighted with the advice provided. Richard [Fowler] has a direct and uncomplicated manner when it comes to financial advice. He is always prompt in answering my questions and raising […]read more
I am forever grateful to Buckley Kiely Wealth, and to Richard Fowler, in particular, for taking such a personal interest in what happened to my investment with the bank and for fighting my corner with me all the way to the Ombudsman. I am delighted with the outcome not least because I really didn’t expect […]read more
When my mother fell ill and I was appointed as Power of Attorney over her finances, I needed an independent adviser to help decide where to invest her money to ensure that there is always sufficient finance to pay for her care. I met Richard Fowler of Buckley Kiely who gave me great advice on […]read more