Kingswood is here to help with your financial affairs. We pride ourselves on our friendly approach to customer service.

How we are paid

We pride ourselves on giving high levels of personal service on very competitive terms and you can see what our customers think about our charges by clicking on the “Client Surveys” tab located above.

We will discuss fees as part of our free initial consultation which will enable you to instruct us with complete confidence, having first established what your costs will be.

For larger investments we can offer a discount on our standard terms and will be happy to discuss this at the initial consultation.

Our charges are summarised below and are clearly set out in our Client Agreement.


  • HOURLY RATE – £150
  • INITIAL FEE – 3% MAXIMUM of the total amount invested (discounted for large investments)
  • ONGOING ADVICE and SERVICE – 0.6% of funds held under our Serviced Agreement

We will only be happy to advise you once you are completely satisfied with how our fees work and how you will benefit.


& Retirement

Investing for
Income or Growth



  [email protected]

  98 Ock Street Abingdon Oxon OX14 5DH
  01235 522003

  7200 The Quorum, Oxford Business Park, Oxford OX4 2JZ
  01865 950734

Hours of Operation

  Monday to Friday, 9am - 5pm

© 2019

KW Wealth, KW Protect, KW Wellbeing, KW Partner, KW Private Office and KW Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694), KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority ( Firm Reference Number: 506600) and KW Trading Services Limited (Companies House Number: 03109469) regulated by the Financial Conduct Authority (Firm Reference Number: 176984) and has its registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). All companies are wholly owned subsidiaries of Kingswood Holdings Limited and operate under the brand name of “Kingswood’ or “Kingswood Group” which is incorporated in Guernsey (registered number: 42316) and has its registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.