1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Oxfordshire
  8. breadcrumb-arrow
  9. Bicester
  10. breadcrumb-arrow
  11. Kingswood Consultants Limited

Kingswood Consultants Limited

Independent Financial Adviser  Kingswood House, Bicester, Oxon, OX26 6NB
check
FCA authorised
Last authorised 17th May 2021
Specialist Financial Planners dedicated to helping you achieve your lifestyle goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

John Humphries - Continuum Financial Services LLP
Independent Financial Adviser 0.31 mi
Friendly, local, Chartered Financial Planner - IFA; providing unbiased financial planning in a clear and easy to understand way. With over 30 years experience, I can provide pension and investment advice in whatever way that suits you best.
 
See profile
SG Financial Services
Independent Financial Adviser 0.49 mi
Providing logical, intelligent financial solutions that reflect your individual requirements is the hallmark of my financial advice.
 
See profile
The Oxford Advisory Partnership Ltd
Independent Financial Adviser 3.88 mi
We look to build a long lasting, professional relationship with each and every one of our clients, to guide them through their financial journey and provide priceless peace of mind. As Independent Financial Advisers, we can do this in a completely unrestricted and unbiased manner, to provide unique and tailored advice, specific to each individual.
 
See profile
Cms Financial Management Ltd
Independent Financial Adviser 4.56 mi
At CMS we appreciate every client is different and therefore how we work depends on your personal needs and circumstances.
 
See profile