About Us

At KWL Wealth Management, our mission is to make people’s financial lives easier, through providing them with personalised, tailored financial advice. This focus dictates all our thoughts and actions, and you will be able to feel our focus every time you meet with us, or talk to our staff.

We provide financial advice to private individuals, businesses and trustees. Our team have the industry qualifications and expertise needed to provide advice across the wide range of financial products and services. We are based in Wiltshire, Somerset and Dorset and serve clients throughout the entire UK.

Meet the team

Mark King

Mark is a fully qualified financial adviser and holds a Diploma in Regulated Planning with over 39 years of experience in Financial Services, of which more than 22 years have been as an Independent Financial Adviser. His previous experience included starting with the Prudential in 1981, National Mutual life and then onto a senior management positions with Colonial before becoming an independent Financial Adviser in 1998. Mark works closely with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients progress to achieve both their personal and financial goals, he has a wealth of experience across pensions, savings, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts). Outside of business, Mark enjoys spending time with his wife and takes a keen interest in the progress of his grown-up children and grandchildren. He also enjoys travel and following Bath Rugby, walking his dogs and trying to keep his weight under control (not always that successful but always trying).

Peter Watts

Peter is a fully qualified financial adviser and holds a Diploma in Financial Planning with over 16 years of experience in the Financial Services Industry, of which more than 5 years have been as an Independent Financial Adviser. He started his career at Lloyds TSB Private Banking and moved to Tom French and Associates in 2015 to provide full independent financial advice to his clients. Peter works closely with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients progress to achieve both their personal and financial goals. He has a wealth of experience across pensions, savings, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts). Outside of work, Peter is married, has 3 amazing boys and a black Lab called Banjo. He enjoys rugby, traveling, reading, and cooking.

Rachel Jones

Rachel has over 30 years of experience of working within the Finance Services Industry. Rachel provides administrative support to Peter on a daily basis. Because of her experience and knowledge Rachel also provides support to the wider business/team. When not at work, Rachel enjoys gardening, cooking (she cooks a mean cake) and reading.

Kelly Meredith

Kelly has worked in the financial services industry for 22 years. Kelly supports Mark administratively on a day to day basis from her home in Gloucestershire. She is occasionally pestered by the families Dalmatian, Patch, who enjoys the odd walk. Outside of work Kelly is married with 2 small children. As you can imagine she does not get much spare time but has always enjoyed ballroom dancing. With the spare time Kelly does get, she works out at the gym, spends time with friends and family and enjoys the odd bottle of red wine.

Ian Lancaster

Ian is a fully qualified financial adviser and holds a Diploma in Financial Planning with 29 years of experience in Financial Services; of which more than 22 years have been as an Independent Financial Adviser. Ian graduated from Loughborough University in 1987 but started his career in finance with Black Horse Financial Services (Lloyds Bank) in 1991. This was followed by Bradford and Bingley Building Society as an IFA; and most recently as an IFA with Tom French and Associates. With TFA Ian was a member of the investment committee for more than 10 years. Ian has forged successful relationships with local accountants, solicitors and discretionary fund managers.  Ian works with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients to achieve both their personal and financial goals. He has a wealth of experience across pensions, savings, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts). Outside of business, Ian enjoys spending time with his wife and children. He is a passionate home cook, loves walking his dogs and is an avid reader.

Naomi Lancaster

Naomi completed her undergraduate degree at Reading University and her post graduate qualification at Exeter University. She entered financial services in 2013 as an administrator in order to support Ian, her husband, in his work. Naomi works in partnership with Ian preparing client review documents, processing new investment applications and top ups of existing investments, lump sum withdrawals and additional pension contributions. She liaises with the product providers and clients ensuring that all the processes run as smoothly as possible. Naomi is a wife, mother of two girls, a keen horse woman, flautist and baker. She enjoys supporting Exeter Chiefs with the rest of her family and dislikes mucking out in the pouring rain.