Smith Pearman & Associates

At Kingswood, we believe that everyone should have access to financial advice and be able to protect and grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. We bring all your wealth management services together in one place, and we are with you every step of the way.

Our Mission

Our mission is to help you protect and grow your wealth, and work with you to help you build the confidence to achieve your financial goals. We understand that everyone's financial journey is unique, and that's why we take the time to listen and build a plan around you and what's important to you in life.

Our Services

We offer a comprehensive range of financial services, designed to help you achieve your financial goals. 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 and Kingswood Personal ESG Portfolio Service.

Our Expertise

Our team of experienced financial advisers and investment managers are dedicated to providing you with expert advice and guidance. We pride ourselves on our ability to understand your unique financial situation and provide tailored solutions to meet your individual needs. We are passionate about helping you bring your goals to life, and our advice is always focused on you and your best interests.

Our Values

At Kingswood, we are committed to our values of integrity, expertise, and transparency. We believe in putting our clients first, and in providing honest and objective advice that is always in your best interests. We are dedicated to building long-term relationships with our clients, and to helping you achieve financial peace of mind.

Our Achievements

We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. Our clients have praised our exceptional service, and we are proud to have helped many people achieve their financial goals.