About Kingswood

Kingswood is an integrated wealth management business offering a comprehensive range of financial planning and investment services.

 

ABOUT KINGSwOOD

We look after a diverse range of clients including private individuals, trusts, charities and corporates.  We also work with some of the UK’s largest universities and institutions.  Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

We do this by offering a highly personal service from our network of local offices around the UK. Our experts work with our clients over the long term to Protect and Grow their wealth through relevant and timely advice and the active management of their assets.

Our goal is to provide clients with a complete wealth management service combining investment management and wealth planning.  As our Wealth Planners and Investment Managers work in tandem, our clients are able to benefit from a level of knowledge and professional expertise that sets us apart.

We are able to provide advice and stewardship around the key areas of:

Inheritance tax planning
Trusts
Retirement planning
Succession planning
Tax efficient investments and savings
Insurance and protection
Alternative assets
Lifestyle events
 

We also offer corporate solutions to organisations where we provide support to HR departments with employee benefits administration and payroll.  In addition, we have a dedicated team working alongside some of the UK’s largest institutions to enhance the returns they achieve on their cash.

HISTORY

Kingswood began life in 2010 as primarily an investment management business and through a number of acquisitions of financial advice businesses we now provide clients with a fully integrated approach to their financial affairs.  Kingswood is a public company and our shares have been listed on the AIM market since 2014.

We have ambitious plans to become a leading  global provider of wealth management services to clients and we have a growing network of offices across the United Kingdom and the United States.  As at April 2020, we employ c.130 staff and have £3.2bn of client assets under advice and management. Despite all of this our ethos and mission remain the same – to create opportunities for people worldwide to experience financial freedom.

Critical to the growth of our business is the continuous investment in people, innovation and technology to support our advisers and clients. We pride ourselves on the creation of a technology backbone, rigorous risk management and compliance environment and the provision of attractive investment solutions to clients. Underpinning all of this are our core values.

integrity

Integrity

We are committed to acting with integrity, being fair, and acting in the best interest of our clients.

team work

Teamwork

We believe in loyalty and working as a team, this allows us to build relationships of trust.

impact

Impact

We strive to make a difference and a positive impact with everything we do.

Kingswood at a glance:

Headquartered in London, we have a growing network of offices across the UK as well as offices in Johannesburg, South Africa and New York, USA. Clients range from private individuals to some of the UK’s largest universities.

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130 employees

£3.2b AUM/A

3 Countries

12,000 clients

CONTACT us

Contact us today to find out how we can help you:

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