Kingswood

Restricted - Whole of Market  98 Ock Street, Abingdon on thames, Oxfordshire, OX14 5DH
First meeting at adviser's own cost
Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
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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Buy my next home
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Equity release
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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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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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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 18th May 2020
Meet our advisers
Dan Smith DipFA, MLIBF
Consultant

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

G L Harper CEMAP DipFA MLIBF
Managing Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Graham Sparks DipFA MLIBF, CeMAP, CeRER, CeLTCI
Senior Consultant

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Joseph Berry DipFA, MLIBF, CeLTCI, CeMAP
Managing Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Alan and I are very pleased to have Dan Smith as our financial adviser. He seems to have an instinctive understanding of our requirements and almost manages to make dealing with financial matters a pleasure
Mr & Mrs A, Abingdon
Overall very pleased with the service Thank you
Mr D A, Abingdon
I trust Graeme to do the best for me without doubt! Everything was carefully explained and I am more than happy to recommend him.
Mrs S R, Oxford
I value the friendly knowledgeable and competent service I receive. Thank you
Mrs C B, Wallingford
About us

We are a long established firm of Financial Advisers (formerly known as Thomas & Co Financial Services) specialising in Investment & Retirement Planning. We are located in Abingdon covering the local area, including: Oxford, Wallingford, Witney, Didcot and Wantage.

We will disclose our fees clearly which will enable you to instruct us with complete confidence, having first established what your costs will be. For larger investments we can offer a discount on our standard terms and will be happy to discuss this at an initial consultation.

Our services

We work very hard to earn our clients trust and are always looking to improve what we do for them. Find out what our clients think about us - visit our web site and click on 'client surveys'.

Please ask us to provide references as we will be very happy to oblige.

Where to find us
Head office address: 98 Ock Street, Abingdon, Oxfordshire, OX14 5DH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 18th May 2020

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