Kafai Wong

Kafai Wong

Key Financial Wealth Solutions

Minimum savings/pensions: Any amount

0330 038 8941
Based in Coatbridge
View location

Top Rated 2025
Verified since: June, 2022

4.9 out of 5

187 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    Kafai and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Kafai has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Kafai has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Kafai has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kafai

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kafai (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    Kafai and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Kafai has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Kafai has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Kafai has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kafai

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kafai (based on 4 first impressions)

Kafai is an experienced Chartered Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional with over 10 years in the financial industry and a Diploma in Advanced Financial Planning. After success as a financial adviser with Prudential Financial Planning, Kafai was delighted to establish his own financial advice business, Key Financial Wealth Solutions, as part of M&G Wealth Advice. Kafai has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Kafai takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs. Quite simply, Kafai provides sound, personal and expert advice. Kafai is qualified in financial planning and advises on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Kafai's clients

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Adviser Disclaimer

Key Financial Wealth Solutions Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.