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Kingswood Consultants Limited
Independent Financial Adviser

Kingswood Consultants Limited

Kingswood House
29 North Street
Bicester
OX26 6NB

01869 252545

Specialist Financial Planners dedicated to helping you achieve your lifestyle goals.

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What we do really well

Our strength is the personal relationships we forge with our clients. Every client we take on is valued and receives bespoke advice tailored to their individual circumstances. We use a 6 stage proven financial planning process, supported by our unique investment proposition.

Advice areas

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Unit trusts

Business

  • Corporate pension
  • Employee benefits
  • Group critical illness
  • Group income protection
  • Group ISA
  • Group life insurance
  • Group pensions
  • Group private medical insurance
  • Group protection
  • Group risk

Pensions

  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

Savings

  • Lump sum
  • National savings
  • Regular savings
  • Savings for children
  • School fees planning

Financial planning

  • Wealth management

Protection

  • Accident & sickness
  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care
  • Payment protection insurance

Tax & trust planning

  • Estate planning
  • Taxation planning

Our advisers

Gerald Daniels Statements of Professional Standing

Gerald Daniels
Director

Qualifications

  • This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
    K10 - Retirement Options (CII)
  • This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
    Diploma In Financial Planning (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
    CeMAP - Certificate in Mortgage Advice and Practice (IFS)
  • This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
    G10 - Taxation and Trusts (CII)
  • An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
    CFP - Certified Financial Planner Licence (IFP)
  • This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
    SV1 - Saving and Investment (CII)

Awards

Winner of the 2003 Worshipful Company of Insurers Award for Outstanding Achievement

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Michael Daniels

Michael Daniels
Director

Qualifications

  • This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
    G60 - Pensions (CII)
  • In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
    AFPC - Advanced Financial Planning Certificate (CII)
  • To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
    Dip PFS - Personal Finance Society Diploma (PFS)
  • An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
    CFP - Certified Financial Planner Licence (IFP)
  • This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
    SV1 - Saving and Investment (CII)
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Kingswood Consultants Limited is Authorised & Regulated by the Financial Services Authority. No: 484295

Registered in England & Wales Company No: 3581109

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