Kam Singh — Financial Advisor in Midlands
About Kam Singh
Kam Singh is a Chartered Wealth Management Consultant at Mattioli Woods, working with owner-managed businesses, professionals and high-net-worth individuals on holistic wealth management — from investment advice to pensions and Inheritance Tax (IHT) planning. His approach is to lay out every option clearly and honestly, so clients can make informed decisions with confidence. Kam's motivation traces back to his upbringing. Growing up, he watched his parents navigate their finances without much guidance — no one ever sat down to explain the benefits of investing, the tax-efficient ways of doing it, or when they could actually afford to retire. That quiet gap in knowledge, present in so many households, is what first drew him to financial services. After graduating, he joined a major bank, where he spent fifteen years in roles ranging from Mortgage Manager to Branch Manager, and saw clearly that the biggest difference in people's financial lives came from those who were meeting a financial adviser. He qualified as an adviser in 2018 and has never stopped pushing himself further since. That drive is reflected in his designation: Kam is a Fellow of the Personal Finance Society (FPFS), a level held by fewer than 5% of financial advisers in the UK. It also shapes how he works with clients. He doesn't just want to understand a client's pension or investments — he wants to understand the person: what gets them out of bed, what they're building towards. Behind every business and every individual, he finds, it nearly always comes back to family, the next goal, the life someone is working towards. Once he understands that, everything else follows. The gap he saw in his parents' household all those years ago still exists for many people, and Kam sees his job as closing it — one client, one conversation at a time. Outside of work, Kam is married with two daughters and a keen runner, having completed the London Marathon and numerous half marathons — though, with two young children, he happily admits that's about as far as his hobbies stretch for now.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
- Planning for Business Owners
Qualifications
Kam is a Fellow of the Personal Finance Society (FPFS), the highest membership level awarded by the Personal Finance Society and a Chartered-equivalent designation held by fewer than 5% of UK financial advisers. He qualified as a financial adviser in 2018 and holds a bachelor's degree from Nottingham Trent University. Before moving into advice, he spent fifteen years in retail banking, in roles including Branch Manager, Mortgage and Protection Manager and Premier Relationship Manager.
Fees
Kam offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
Regulation
Kam Singh is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Kam Singh a regulated financial advisor?
Yes. Kam Singh is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Kam Singh offer?
Kam Singh offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Kam Singh based?
Kam Singh is a financial advisor based in Midlands, serving the B, CV, DY, HR, ST, TF, WR, WS postal areas.
How does Kam Singh charge for financial advice?
Kam offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
What qualifications does Kam Singh hold?
Kam is a Fellow of the Personal Finance Society (FPFS), the highest membership level awarded by the Personal Finance Society and a Chartered-equivalent designation held by fewer than 5% of UK financial advisers. He qualified as a financial adviser in 2018 and holds a bachelor's degree from Nottingham Trent University. Before moving into advice, he spent fifteen years in retail banking, in roles including Branch Manager, Mortgage and Protection Manager and Premier Relationship Manager.
How do I book a meeting with Kam Singh?
You can book a free initial consultation with Kam Singh directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.