Kingston PTM Limited was originally set up as Kingston Independent Financial Advisers by Mandy Caunt in 2000. During 2005 and 2006 through acquisition and merger, we established its current two offices in Ferndown and Northampton.
In 2008 a separate tax planning company called Personal Tax Management was officially merged to form the current company identity and it now has three directors and 20 other staff at the two locations.
We specialise in pre and post retirement advise and wealth management and most importantly at Ferndown in particular, specialise in tax efficient investments and general taxation advice.
Thorough and carefully thought out financial planning for those who value quality advice with on going reviews and support as appropriate.
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