Kingsmead Wealth Ltd

Independent Financial Adviser  22 Kingsmead, Hampshire, SP11 7PN
First meeting at adviser's own cost
Independent Financial Adviser specialising in Investments, Pensions, Inheritance Tax Planning and Protection predominately based in Andover and surrounding villages .
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Response rating
10/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Kate Davis DipPFS CertCII(MP)
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

I have been a financial adviser for over 20 years during which time I have enjoyed building strong, long term relationships with my clients. I believe that trust and honesty are the key to providing personalised, quality advice.

I can offer you bespoke independent advice on all areas of financial planning including investments, pensions, protection and inheritance tax planning needs.

Our services

I specialise in investments and pensions, taking a "big picture approach". Through the use of detailed cash flow planning, I can show you how your financial provisions are on track to meet all your future needs, and work with you by providing bespoke advice and guidance to address any shortfalls you may have. During our annual reviews, we can check your progress and make any changes necessary to keep you on target, a well as adapting to any changes in your own situation.

Where to find us
Head office address: 22 Kingsmead, Anna Valley, Hampshire, SP11 7PN
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 20th June 2022

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