WEALTH PLANNING

At Kingswood Group, understanding you is the starting point for advising how to make your money work best. By understanding your personal ambitions and getting a clear picture of your financial situation, we can help optimise your personal wealth to create the best possible future.

 
 

A complete view of your finances

Whatever your individual financial needs and circumstances, we offer a highly personalised financial experience founded on trust and understanding your professional and lifestyle goals.

Learn about our process
investment advice

INVESTMENT ADVICE

As part of your wealth plan, we’ll agree with you an investment strategy designed to protect and grow your wealth over the long term.

Read More
Pensons

PENSIONS AND RETIREMENT

We use cash flow modelling and look at your pensions, investments and other assets as well as your anticipated income and expenditure over the long term.

Read More
TAX EFFICIENT INVESTMENT

TAX EFFICIENT INVESTMENT

Understanding the intricacies and impact of taxation on your wealth and how to take advantage of more tax efficient investment opportunities can be complex

Read More
Succession Planning

SUCCESSION
PLANNING

You may have built up enough wealth and will naturally pass down your assets to the next generation. This brings two significant challenges: tax and estate planning.

Read More
Protection

PROTECTION
NEEDS

Preservation of wealth is just as important as creation, we are here to ensure you and your family are protected from ill health, the loss of a job, or even premature death.

Read More
Protection

Cash Management

We know how time consuming it is to continually research the best bank accounts, and to open, close and maintain multiple accounts with the aim of maximising the interest rate you achieve on your cash.

Read More
 

CORPORATE SOLUTIONS

A recent survey established that the most important issues facing employers were cost control, efficiency and employee awareness. These priorities have always been at the heart of our service to our business clients. We pride ourselves on providing you and your employees with objective, research-based advice; a professional service; and supportive guidance to ensure that your staff understand and value their benefits.

READ MORE

DOWNLOAD OUR FINANCIAL GUIDES

CONTACT us

Contact us today to find out how we can help you:

Phone

Email

Appointment