Income or Growth
Our service is all about providing you with long term professional advice to help build and protect your wealth and at the same time manage your tax liabilities.
One of the key elements to successful wealth management is continuity, and here at Kingswood we pride ourselves on building long term relationships. Many of our clients who joined us as long ago as 1987 remain with us today and we put this down to one of our core principles which is to protect the client adviser relationship.
In practice, this means that, as far as is reasonably practicable, you will keep the same financial adviser for as long as you remain with us.
Another important aspect of our service is working closely with your other professional advisers to ensure that any advice we give also fits in with their plans for your finances.
We are extremely proud of our service standards and encourage our clients to tell us what they think about the way we work. Click here to find a complete record of Client Survey Questionnaires dating right back to Jan 2010. 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.
You can find out more about the way we work by clicking here and we would be delighted to offer you an initial consultation at our expense and without obligation.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
Kingswood are Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates the financial services industry in the UK and their address is 12 Endeavour Square, London, E20 1JN. You can check this on the FCA’s Register by visiting the FCA’s website www.fca.org.uk or by contacting the FCA on 0845 606 1234.
Areas of Expertise
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.