Kafai Wong

Kafai Wong

Key Financial Wealth Solutions

Minimum savings/pensions: Any amount

0330 038 8941
Based in Coatbridge
View location
Top Rated 2026
Verified since: June, 2022
4.9 out of 5

197 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 February 2026

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

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Kafai has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 December 2025

    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

  • 7

    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 7 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, a partner of M&G 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. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right.