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

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.

Sasha Wakefield

Sasha began her career in financial services in 2008 but found her true passion in paraplanning in 2019. In her role, she works closely with Peter behind the scenes, helping to establish our clients’ financial and personal ambitions through a personalised financial review. Where our clients’ needs require a solution, such as an investment, pension, protection or Inheritance Tax planning, Sasha assists Peter in the research and recommendation. Outside of work Sasha loves nothing more than a stroll around the countryside with her husband Aaron and two miniature dachshunds, Ned and Sid.

Lucy Myall

Lucy began her career in financial services in 2014 in the administration space and is now an experienced practice manager. Her role includes overseeing and improving client-focused and business processes, internal documentation and risk management, checklists and working alongside Peter to achieve business objectives for the firm. Outside of work Lucy enjoys spending her time with husband Paul, son Hunter and their Borgi puppy Benji.