Your trusted partner for intelligent wealth planning
Kato Wealth Planning is an independent financial planning firm dedicated to delivering bespoke wealth solutions. With over 20 years of experience, we provide strategic financial guidance that aligns with your goals.
Our client-first approach ensures tailored financial plans, proactive investment strategies, and tax planning advice for a secure financial future.
Why choose us
Proven Strategies for Wealth Growth
Dedicated Financial Expert with a Personal Touch
Independent & Unbiased Advice
FCA Regulated & Transparent Fees
About Kato
With years of experience in investment management, Adam is a highly trusted wealth management professional dedicated to helping clients achieve their financial goals.
His passion for financial planning, combined with his clear and diligent approach, ensures that every client receives tailored, results-driven advice.
Adam’s commitment to excellence is reflected in the trust and praise he has earned from his clients
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Our services
Comprehensive Financial Planning Tailored to You
We provide a range of financial planning services designed to help you achieve your goals, optimise your wealth and protect your legacy.
Estate & Inheritance Tax Planning
Ensure your wealth is passed down efficiently with minimal tax impact for your loved ones.
Wealth Management
Strategic investment solutions designed to maximise growth while managing risk.
Tax-Efficient Investing
Utilise ISAs, Bonds, and other tax efficient wrappers as appropriate to your circumstances, to grow your assets in a tax-advantaged manner.
Disclaimer:
The content on this website is intended for general informational purposes only and does not constitute financial advice, which should be based on your individual circumstances.
Retirement Planning
Plan for a comfortable and financially secure retirement with tax-efficient pension strategies.
Business Financial Planning
From succession planning to corporate tax efficiency, we support business owners in safeguarding their financial future.
FAQs
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Financial planning is about making your money work for the life you want—now and in the future. We help you understand where you are financially, define where you want to be, and build a clear, defined but flexible roadmap to get there. It’s not just about investments or pensions—it’s about giving you clarity, confidence, and control over your financial future.
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Your plan isn’t set in stone—it grows with you. We typically review it annually, or whenever there’s a significant life change (like a new job, house move, or retirement). Regular check-ins help keep everything on track and make sure your strategy still fits your goals.
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Our fees are transparent and tailored to the level of service required. We offer a no-cost, no-obligation initial consultation to discuss your needs and establish any next steps. Once this is understood, any associated fees or costs will be discussed and agreed, before any commitment to proceed further is made.
Call us
+44 7974 256253
Email us
adam@katowealth.co.uk