Yes. UKWM was formerly owned by 2 private investors.
UKWM is headquartered in York, United Kingdom.
UKWM is a financial services company.
UKWM was founded in 2002.
Beech House, Northminster Business Park,
York,
YO26 6QR
United Kingdom,
01132 229 000
www.ukwm.net
UKWM, formerly Yorkshire Investment Group, is a company with £1.4bn of private client funds under advice in addition to the corporate pension funds on which it advises. It provides specialist investment and tax planning advice to high net worth individuals and employee benefits advice to organizations and trustees. The company is well positioned to capitalise on changes in the IFA market driven by UK demographic trends, pension reforms and regulatory changes. The IFA sector is fragmented and comprises approximately 11,000 independent firms in the UK.
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