HOW WE WORK WITH YOU
We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step by step process to create a plan just for you.
The Kingswood Journey
We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step by step process to create a plan just for you.
1
Understanding your goals
Our plans encompass your entire financial life. We thoroughly map out your current financial situation and identify your short, medium and long term goals.
2
Considering the opportunities & risk
After understanding your circumstances, goals and attitude to risk, we will investigate the range of planning options available to you to reach your goals.
3
Building your financial strategy
Based on our discussion and research we will deliver a financial plan that sets out a clear path to the future along with a structured management plan to ensure your goals are achieved.
4
Bringing your plans to life
We will work closely with you and your investment manager to implement your financial strategy step-by-step, so you can have as much control as you like. Knowing where your money is going and why.
5
Staying on track
We will continually monitor and adjust the plan in line with your changing life conditions. At least once a year we set some time aside to review your goals and objectives and benchmark your progress.