Kingswood Consultants Limited
Independent Financial Adviser (FCA verified: 28th September 2015)

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

Where to find us

Kingswood House 29 North Street Bicester OX26 6NB

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Our advisers


Michael Daniels

  • G60 - Pensions (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • CFP - Certified Financial Planner Licence (IFP)
  • SV1 - Saving and Investment (CII)


Gerald Daniels

  • K10 - Retirement Options (CII)
  • Diploma In Financial Planning (CII)
  • CeMAP - Certificate in Mortgage Advice and Practice (IFS)
  • G10 - Taxation and Trusts (CII)
  • CFP - Certified Financial Planner Licence (IFP)
  • SV1 - Saving and Investment (CII)

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

Our Services

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


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


  • 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


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


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

Financial planning

  • Wealth management


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

Tax & trust planning

  • Estate planning
  • Taxation planning

Kingswood Consultants Limited is Authorised & Regulated by the Financial Services Authority. No: 484295

Registered in England & Wales Company No: 3581109

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