FINANCIAL PLANNING

At Kingswood we are passionate about helping you achieve your financial goals.

We help you understand your financial goals and put a journey in place to help make these possible.

Our team of Financial Advisers will help you put a plan in place to make you feel confident about your wealth and finances. With Kingswood you can view your whole financial plan in the palm of your hand with our app Kingswood Go – interested? Get in touch…

Plan ahead for your future
Get started with investing
Consolidate your pensions
Purchase a new or your first property
Grow your money
Plan for the future of your children or grandchildren
Review and plan your tax efficiently
Not sure? Let us help you manage your finances more efficiently

Free 30 minute consultation

Not sure what you need help with? Why not get in touch and book a free 30 minute consultation with one of our advisers.

We care about providing the best experience for our clients...

“My adviser has recently taken over my affairs, during my first meeting it was clear that she had studied my case. I found her both professional and has a friendly manner, I feel comfortable that my financial affairs are in safe hands. Follow up is both rapid and thorough.”

- Vouched For review, August 2022.

“ My adviser has been a great help to me. He has listened and understood my future goals and has taken the time to review all my documents, and manage all communications on my behalf. He has also reviewed my circumstances on a regular basis to ensure my plans are on track.”

- Vouched For review, July 2022.