Kingswood Consultants Limited

Independent Financial Adviser  Kingswood House, Bicester, Oxon, OX26 6NB
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FCA authorised
Last authorised 1st March 2021
Specialist Financial Planners dedicated to helping you achieve your lifestyle goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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SIPPs
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Stakeholder
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Michael Daniels CFP, AIFP, DipPFS
Director
MR Gerald Daniels CFP, AIFP, DipPFS, CeMAP
Director
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
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Kingswood House, 29 North Street, Bicester, Oxon, OX26 6NB

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