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  11. Kingston PTM Limited

Kingston PTM Limited

Independent Financial Adviser Fairstowe Chambers, Library Road, Ferndown, Dorset, BH22 9JP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th June 2019
Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
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Meet our advisers
Vikki Barringer
Gary Starmer
What our clients say
“I would like to thank you for all your efforts with this Trust. I appreciate that it has taken time up which has probably not been paid for but has nevertheless required your expert knowledge. We are extremely fortunate to have had the benefit of this essential help
Mrs P Kennedy, Ferndown
Where to find us

Fairstowe Chambers, Library Road, Ferndown, Dorset, BH22 9JP

Make an enquiry
About us

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.

Our services

Thorough and carefully thought out financial planning for those who value quality advice with on going reviews and support as appropriate.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Kingston PTM Limited is authorised and regulated by the Financial Conduct Authority

The FCA does not regulate Trust planning, Tax Advice or Accounting Services

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Contact options
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