Helping you protect and grow your wealth

Everyday we help busy, successful people achieve financial success

Kingswood Group is an integrated wealth planning and investment management company. We combine the craft of investment management with personalised strategies for financial wellbeing.

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Our approach is to manage your wealth as if it were our own. To do that, we get to know you, and your needs and aspirations, very well. Then we apply our combined expertise to develop a strategy to meet your specific goals, and a plan of action with which you are entirely comfortable.

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Underpinning our advice is a philosophy that has enabled us to establish trusting relationships with our clientele of private clients, institutions and trusts. Kingswood Group and its affiliate today manage £3.23bn assets in total of which £1.9bn is managed by Kingswood Group and £1.32bn by its affiliate Moor Park Capital.

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Whether your journey is just beginning, or you are a seasoned expert looking for investment advice and execution, our team can offer a service that is perfectly suited to you and your circumstances.

Purpose

Our purpose is to partner with our clients to construct a sustainable life plan together. Every day at Kingswood we help busy and successful people achieve their financial potential.

Integrity

Trust is important when it comes to giving advice. We are committed to acting with integrity, being fair, and acting in the best interest of our clients.

Teamwork

It’s important to always apply understanding to the situation. We believe in loyalty and working as a team, this allows us to build relationships of trust.

Client focus

We don’t miss a beat. With our line of work, it’s important to have all the facts, make calculated decisions, and be tenacious - to get it right every time.

£2.5bn Assets under Management/Advisory

7,000 Active Clients

128 Employees

How can we help you?

Select what best describes you from the options below:

Individual

Charity or Trust

Financial Adviser

Institution

AUTUMN ISSUE

Welcome to the Autumn issue of Protect of Grow. Inside, you’ll find an array of articles about how we can help you further to protect and grow your wealth.