Kingswood Group

Kingswood Group At Kingswood our goal is to help you to achieve your financial dreams. We provide a full suite of wealth management services.

Your first conversation with one of our advisers is free. Start the conversation with an adviser now by visiting our website.

Research shows that 21% of us have never spoken to our families about money*. Let’s change that. Talking about your fina...
25/01/2024

Research shows that 21% of us have never spoken to our families about money*. Let’s change that. Talking about your finances can help your whole family understand your financial goals and take steps towards achieving them. Our trusted advisers can help you reach those goals too, and they’re always here to chat.

http://tinyurl.com/mvuby484

The value of your investment can go down as well as up and you can get back less than you originally invested.

*Research conducted by YouGov among 2,055 adults between 20th - 21st January 2022. Results have been weighted to be nationally representative.

You’ve prepared for retirement and now you’re enjoying the freedom it brings. Regularly rebalancing your portfolio durin...
23/01/2024

You’ve prepared for retirement and now you’re enjoying the freedom it brings. Regularly rebalancing your portfolio during retirement is crucial for maintaining financial freedom. Our experts can help you balance risk tolerance with your long-term goals to make sure your money keeps working for you throughout a long and happy retirement. Just get in touch to get started.

http://tinyurl.com/mw6fnwv3

The value of your investment can go down as well as up and you can get back less than you originally invested.

Eager to see your whole financial plan in one place? Want simple tools to help you track progress against your money goa...
16/01/2024

Eager to see your whole financial plan in one place? Want simple tools to help you track progress against your money goals? We’ve got great news. You can get all that and more in just a few clicks with Kingswood Go, our secure platform designed to make financial planning simple. Explore it today to make your money journey even smoother.

The value of your investment can go down as well as up and you can get back less than you originally invested.

Some might think of it as the saddest day of the year, but we see Blue Monday as an opportunity to start the new year as...
15/01/2024

Some might think of it as the saddest day of the year, but we see Blue Monday as an opportunity to start the new year as we mean to go on. Use this day to check back in with your financial goals and work out how to reach them. Remember, our expert financial advisers are always on hand to help you create a realistic financial plan. Just reach out today to get started.

The value of your investment can go down as well as up and you can get back less than you originally invested.

http://tinyurl.com/mvuby484

Everyone at Kingswood is here to support you, and we can't wait for you to meet our newest team member – introducing Hel...
11/01/2024

Everyone at Kingswood is here to support you, and we can't wait for you to meet our newest team member – introducing Helena, the latest adviser to join Kingswood.

Helena discovered her passion for helping others navigate their financial journeys early on in her career and it inspired her to keep learning. That approach landed her at Kingswood and now, she’s ready to help you achieve your financial goals.

Curious to know more about Helena's career path and her unique approach to financial planning? Head over to our website to dive into her story: http://tinyurl.com/2r6en4ed

The value of your investment can go down as well as up and you can get back less than you originally invested.

As we enjoy the best of the new year, remember, this tax year doesn’t end until April. That means you’ve still got three...
10/01/2024

As we enjoy the best of the new year, remember, this tax year doesn’t end until April. That means you’ve still got three months to top up your ISA. Every year, you have a £20,000 ISA allowance, so if you’re still a way off that figure and are eager to save, consider adding a little more cash to your account now. Or, if you’re just not sure how to reach your financial goals, chat to one of our financial advisers to get back on track.

The value of your investment can go down as well as up and you can get back less than you originally invested.

http://tinyurl.com/mvuby484

Following the Capital Gains Tax (CGT) changes announced in last year’s November Autumn Statement, investment bonds have ...
28/12/2023

Following the Capital Gains Tax (CGT) changes announced in last year’s November Autumn Statement, investment bonds have become a more attractive option for many.
With the reduction in CGT allowance, this low-risk investment option is becoming more popular. Could it be the right choice for you?

Sit down with one of our financial advisors to talk it through and find out.

The value of your investment can go down as well as up and you can get back less than you originally invested.

Preparing for retirement takes time, but it’s well worth it in the end. Your first step should be to assess your financi...
27/12/2023

Preparing for retirement takes time, but it’s well worth it in the end. Your first step should be to assess your financial situation and your needs in retirement. Then reduce any debt before you leave work and consider diversifying your investment portfolio so you’re not solely reliant on your pension pot.

Remember, you don’t have to work it all out alone – our expert team is here to help you get retirement ready.

https://tinyurl.com/vwy4xukh

The value of your investment can go down as well as up and you can get back less than you originally invested.

More than two-fifths (43%) of UK adults who have checked their tax code have found they are on the wrong one.* That coul...
21/12/2023

More than two-fifths (43%) of UK adults who have checked their tax code have found they are on the wrong one.*
That could mean big overpayments or a hefty bill coming your way, so it’s worth checking you’re on the right path. But what to do next?

Get in touch with our team of experienced financial advisors and they’ll guide you through the whole process.

https://tinyurl.com/2s44v5t2



*Research conducted by Opinium among 2,000 UK adults between 21–25 April 2023.

The value of your investment can go down as well as up and you can get back less than you originally invested.

Any inheritance should be a blessing, but managing your new finances comes with plenty of challenges too.Getting a clear...
19/12/2023

Any inheritance should be a blessing, but managing your new finances comes with plenty of challenges too.
Getting a clear picture of your financial situation is the first step in accomplishing both short- and long-term goals and even growing your funds.

Our team of expert financial advisors can help you make the most of your new assets. Talk to us about setting, and meeting, your financial goals today.

https://tinyurl.com/2s44v5t2

The value of your investment can go down as well as up and you can get back less than you originally invested.

It’s a question we all ask at some point, and here at Kingswood we can help you find the answer. Head to our website for...
14/12/2023

It’s a question we all ask at some point, and here at Kingswood we can help you find the answer. Head to our website for a handy calculator that will help you work out the cost of your pension or, even better, reach out to our helpful team.
They have years of experience in retirement planning and are always on hand to help you get the most from your money.

https://tinyurl.com/2p9vwsdd



The value of your investment can go down as well as up and you can get back less than you originally invested.

According to recent research, 43% of people over 55 had no idea that they could withdraw 25% of their pension pot comple...
12/12/2023

According to recent research, 43% of people over 55 had no idea that they could withdraw 25% of their pension pot completely tax-free.*

Drawing your pension in the most efficient way is key to getting the most from the money you’ve paid in over the years. If your pension plan needs work, or you just want a little advice on how to fund your retirement, our experienced team is on hand with all the answers.

https://tinyurl.com/dd6z3fpy

*Opinium conducted research among 2,000 UK adults aged 18+ between 12–16 May 2023 for Standard Life, part of Phoenix Group. Results have been weighted to be nationally representative.

The value of your investment can go down as well as up and you can get back less than you originally invested.

Address

10-11 Austin Friars
London
EC2N2HG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+442072930730

Website

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