Aim Independent

At Kingswood, we believe that everyone should have access to financial advice and be able to protect and grow their wealth. Our mission is to help you achieve your financial goals and build the confidence to achieve them. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management.

We are passionate about understanding you and helping you bring your goals to life, no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what's important to you in life. Our team of expert financial advisers will work with you to understand your financial situation, identify areas for improvement, and create a personalized plan to help you achieve your goals.

Our Services

We offer a wide range of financial planning services to help you manage your wealth and achieve your financial objectives. Our services include financial planning, protection, pensions and retirement, mortgages, tax planning, passing on wealth, cash management, and corporate solutions. We also provide investment management services, including our Kingswood IBOSS MPS, Kingswood Personal ESG Portfolio Service, and Kingswood Institutional Investment Team.

Our financial planning services are designed to help you make the most of your income, plan for retirement, protect your family, and pass on your wealth. We will work with you to understand your financial situation, identify areas for improvement, and create a personalized plan to help you achieve your goals.

Our Expertise

Our team of expert financial advisers has years of experience in providing financial advice to individuals, families, and businesses. We are passionate about helping our clients achieve their financial goals and build the confidence to achieve them. We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers.

What Sets Us Apart

At Kingswood, we are committed to putting our clients at the forefront of our business. We believe that everyone should have access to financial advice and be able to protect and grow their wealth. We are passionate about understanding you and helping you bring your goals to life, no matter what level of financial knowledge you might have. We offer a personalized service that is tailored to your individual needs and goals.