Home Page - Introduction

Thank you for visiting the Kingswood website, I hope you will find lots of useful content to help you on your own financial planning journey. We've been trading in four decades now, and it is clear that the firm's success has been built on providing a high level of personal service, where all clients are valued and respected (many go on to become personal friends) - the very antithesis of modern call centre culture.

If you are new to financial planning, and perhaps unsure about how it differs from traditional financial advice, I suggest that you read our "Lifetime Financial Planning" page first which explains the process in detail. Fundamentally however financial planning is all about achieving your life goals, whatever they may be.

Despite our traditional approach to client care, our financial planning process uses state of the art technology, based on Nobel prize winning scientific methodology. We aim to take the guesswork out of planning for the future and help you avoid some of the most common mistakes - such as trying to time investment markets (which we regard as speculation) or joining the latest bandwagon (a strategy frequently destined for disappointment).

Most importantly, we seek to create lifelong relationships with clients, contribute positively towards achieving their goals and thus fulfil our role as Lifetime Financial Planners.