Find out about our professional and experienced team – who they are, how they can help you and how you can be in contact with them.
Joe Berry

Joe Berry

DipFA MLIBF
Joe is a founder of Thomas & Co Financial Services (now Kingswood) and has been providing financial advice throughout the Home Counties for over 20 years. Joe specialises in wealth management and retirement planning with special emphasis on asset allocation…
Graeme Harper

Graeme Harper

DipFA MLIBF
Graeme is a founder of Thomas & Co Financial Services (now Kingswood) and has spent his entire working life in the industry. He specialises in investment and pension planning for personal clients with particular expertise in the areas of portfolio management…
Graham Sparks

Graham Sparks

DipFA MLIBF
Graham joined Thomas & Co Financial Services (now Kingswood) in 2005 after a successful career with a major bank holding several senior positions spanning traditional banking and financial planning. He has in excess of 30 years experience in financial services and…
Dan Smith

Dan Smith

MLIBF AwPETR AdvDipFA
Dan joined Thomas & Co Financial Services (now Kingswood) in 2012 after gaining valuable experience with a wealth management firm in the City. This was preceded by a year working in the Transition Support Team for Deutsche Bank’s prime brokerage department in New York…
Rebecca Mattingley

Rebecca Mattingley

PARAPLANNER
Rebecca joined the team in October 2017 having worked within the Financial Services industry for over 14 years. During her career she has been involved in most aspects of financial services including research, advice and processing…
Sarah Tennant

Sarah Tennant

OFFICE ADMINISTRATOR
Sarah is an experienced financial services professional who joined the team in January 2015 as administration support to the consultancy team. During her career Sarah has specialised in the administration of corporate pension schemes…
Sarah Tennant

Charles Truswell

OFFICE ADMINISTRATOR
Charles joined Kingswood in June 2019. After completing his Law degree in 2016 Charles gained experience with a foreign exchange broker in London and a national insurance firm with a focus on pensions in their new business department…

Get in touch with us:
Monday to Friday, 9am to 5pm.

If you have a question you would like to discuss please do not hesitate to contact us on:

01235 522003

Alternatively you can request a callback
or send us a written enquiry using the form below.

  • This field is for validation purposes and should be left unchanged.

Kingswood

  [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.