WEALTH MANAGEMENT

At Kingswood we are passionate about helping you Protect & Grow your wealth.

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.

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

“We have always received excellent, personal service and the advice we have received over the years has been excellent too.”

- Client NPS Survey, 2021.

“Reliable trustworthy advice which all makes sense. I have learnt a lot from my advisers.”

- Client NPS Survey, 2022.

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Secure, support from your financial adviser whenever you need…

Introducing Kingswood Go our mobile app. Stop waiting for letters in the post, access instantly on your mobile or tablet
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