Kingswood Consultants Limited
Independent Financial Adviser

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

Director
Qualifications
  • 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

Director
Qualifications
  • Statements of Professional Standing
  • 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)

Awards

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

Our Services

Advice areas

Investments

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

Business

  • 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

Pensions

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

Savings

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

Financial planning

  • Wealth management

Protection

  • 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

Legal information

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