FCA verified
24th July 2017

Kingswood Consultants Limited

Independent Financial Adviser Kingswood House, 29 North Street, Bicester, Oxon, OX26 6NB
Specialist Financial Planners dedicated to helping you achieve your lifestyle goals.
We can advise you on
    • 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
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Michael Daniels CFP, AIFP, DipPFS
Director
adviser-person
Gerald Daniels CFP, AIFP, DipPFS, CeMAP
Director
Where to find us
About us

Frienldy, professional service for all aspects of personal financial planning, company, personal and Stakeholder pension schemes, investments, life assurance protection and retirement planning from experienced consultants. Competitive fees. Ethical investment specialists.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Compliance

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

Registered in England & Wales Company No: 3581109

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