LOOKING FOR A NEW OPPORTUNITY?

 

Are you an IFA looking for a new opPortunity?

Whether you’re thinking of moving to a larger firm or just want a smooth exit from the industry we can help.

You’ll join an integrated wealth management business who can offer your clients a comprehensive range of financial planning and investment services.

With a growing network around the UK 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.

Want to be a part of what we’re doing?

If you share our values and want the opportunity to gain new skills and knowledge while running your own business then becoming a part of the Kingswood Group may be the next step for you.

This is for you if:

  • You are a Financial Adviser looking for next opportunity
  • You are an IFA running your own business

Centralised support functions

Costs and demands of running your business takes you away from your clients. Kingswood can take care of Finance, IT, Marketing, HR and Facilities and Recruitment, freeing your time to do the things you want.

Compliance oversight

We can remove the regulatory burden around matters such as SMCR and MIFID II. We can also shelter you from the increasing costs of PI insurance as part of our Group.

Clear investment proposition

With an institutional-grade investment management team, we can ensure clients portfolios always reflect the advice you have provided, across discretionary, advisory and execution-only portfolios and all asset classes.

Your clients

We don’t want to buy your clients, we want to buy your business and what made it a success. We aim to integrate you and our staff into our ecosystem and ensure consistency of approach, enhanced by our client proposition. We believe in local and personal advice for clients.

Growth capital

We are an AIM listed company with ambitious growth plans and therefore we can provide your business with the capital required to take it to the next level. We can offer equity participation to share in the upside as well as attractive deal terms.

Scale

Due to our size, DFM permissions and network, your clients can benefit from economies of scale. Our clients also have access to specialist services through our network, including foreign exchange, cash management, tax compliance and alternative investments.

The process is simple:

  • Simple deal structure
  • Efficient due diligence process
  • Capital event in line with market
  • Growth capital already in place via largest shareholders
  • Operational team already in place to support integration and growth
  • Opportunity to participate in ownership of publicly traded global wealth manager
  • Executive board and shareholders with a proven track record starting
and scaling significant businesses , building substantial wealth

Start your journey now by getting in touch to find out more.

CONTACT us

Contact us today to start your journey

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