Kingswood Financial Planning Ltd

Independent Financial Adviser  Kingswood Financial Planning Ltd, Surrey, Epsom, KT18 7RL
check
FCA authorised
Last authorised 14th June 2021
How would it feel to have your financial planning aligned with what you care about most?
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
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
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
Meet our advisers
MR Graham Day
Chartered & Certified Financial Planner
About us

Kingswood Financial... making the uncertain certain.

We’re a boutique financial planning firm, focused on providing our clients with an increased sense of financial well-being.

We do this by giving you tailored financial recommendations that meet your needs and help fulfil your goals.

Kingswood Financial is a trading style of Kingswood Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales) Head Office: Carlton House, 19 West Street, Epsom, Surrey KT18 7RL

Our services

Financial planning is about so much more than just money and financial products. It's more about what it can do for you.

Our role as financial planners is to help you identify your desired lifestyle and then create a strategy to enable you to achieve and maintain it. 

This helps provide a sense of wellbeing that comes from knowing where you are heading financially and knowing what you need to do to secure your desired lifestyle. At the same time we will inspire you to follow the lifestyle that is within your grasp, but perhaps you weren't aware was possible.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Kingswood Financial Planning Ltd, 19 West Street, Surrey, Epsom, KT18 7RL

Similar advisers near you

Independent Financial Adviser 0.16 mi
We are passionate about delivering to your needs and guarantee value for money.
 
Independent Financial Adviser 0.27 mi
Independent Financial Advisers offering complete wealth management solutions in the comfort of your home or our High Street office. Epsom based for 45 years, advising long-standing local clients.
 
Independent Financial Adviser 0.36 mi
Financial Planners committed to helping people make good decisions and achieve their financial and lifestyle goals. bdhSterling provides value to their clients by enabling them to live the future life they want through holistic lifelong professional financial planning to support their goals, lifestyle and legacy. An established Epsom based financial advisory business with over a decade’s experience the firm is staffed by dedicated and helpful financial planners and a support team of over 30 professionals.
 
Independent Financial Adviser 0.43 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.