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At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way.
Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals.
START THE CONVERSATION
We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you.
KNOW WHERE YOU STAND
Embark your journey to financial freedom with our quick and easy Financial Health Check tool.
In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering.
We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers.
"The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service."
Verified review, based in South Yorkshire
Protecting you and your family
Planning for retirement
Make the most of your income
Passing on your wealth
Maximising your cash savings
Grow your wealth
