Kingswood is here to help with your financial affairs. We pride ourselves on our friendly approach to customer service.
We are extremely proud of our service standards and encourage our clients to tell us what they think about the way we work. You can guarantee that we will listen to your needs, and offer you a level of Financial Advice that reflects the quality and service commitment we believe in, and you deserve!
Our dedicated and experienced team of financial advisers are highly qualified and hold Certificates of Professional Standing issued by the Institute of Financial Services (IFS) or the Chartered Insurance Institute (CII).
We build long term relationships with our clients, and in order to ensure continuity of advice you would normally keep the same adviser for the duration of your relationship with us. From the moment you appoint us you will have direct access to your adviser by telephone, email and of course, personal face to face meetings.
Our charges are very competitive and depending on the type of business to be transacted, fees will be quoted either as an hourly rate or as a percentage of funds under management. 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.
We hope you will be impressed with what our clients say about us; we work very hard to earn their trust and are always looking to improve what we do for them. To find out what our customers think about us, click here to view our ‘Client Surveys’.
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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.