OUR 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.
A LEADING GLOBAL PROVIDER
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 Dec 2024, we employ over 300 staff and have £10.5bn of client assets under advice and management.
We are building a business that has the client at the heart of it, building client propositions that are great value for money, are clear and transparent and importantly accessible.
Our focus on the client is matched by our investment in our people innovation and technology to support our advisers and clients. We pride ourselves on the creation of a technology backbone, rigorous risk management and the provision of attractive investment solutions to clients.
Underpinning all of this are our core values.
Integrity
We are committed to acting with integrity, being fair, and acting in the best interest of our clients.
Teamwork
We believe in loyalty and working as a team, this allows us to build relationships of trust.
Impact
We strive to make a difference and a positive impact with everything we do.