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  11. Kingswood Financial Planning Ltd

Kingswood Financial Planning Ltd

Independent Financial Adviser  Kingswood Financial Planning Ltd, Surrey, Epsom, KT18 7RL
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FCA authorised
Last authorised 20th September 2021
How would it feel to have your financial planning aligned with what you care about most?
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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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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
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)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

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) Registered Office: Station House, Station Approach, East Horsley, Surrey KT24 6QX.

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

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