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.
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.
Underpinning our advice is a philosophy that has enabled us to establish trusting relationships with our clientele of private clients, institutions and trusts.
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.
Committed to keeping our clients fully informed
As we all continue to monitor developments of the spread of COVID-19, we wanted to make you aware of the measures Kingswood has in place to ensure uninterrupted delivery of our services. We are closely monitoring on a daily basis developments and announcements from the authorities and have invoked several precautionary measures from our Business Continuity Plan to help minimise the potential impact of the virus on our employees, clients and the greater community.