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Making the uncertain certain

Creating simplicity out of complexity

Turning life’s opportunities into realities

About Kingswood

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.

What we do

Helping you plan your financial future with confidence.

Who we work with

Creating experiences, memories and relationships.

Why us?

Helping you making the most of life’s potential.

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Life’s A Journey

Latest news

Lifestyle

Marshmallows and financial planning

Marshmallows and financial planning The Stanford marshmallow experiment is one of the most famous pieces of social science research out there. It has arguably influenced…

Kingswood Financial Planning26th September 2019

Financial Planning Retirement

The retirement mistruth

If you pay much attention to the media and advertisers, you may think that retirement is all about riding jet skis, sipping sherry on the…

Kingswood Financial Planning26th September 2019

Investments

Another nail in the coffin for active investing – Neil Woodford makes the headlines

If you read the financial press, this is big news. ‘Star fund manager’, Neil Woodford, stopped investors withdrawing money out of his Woodford Equity Income…

Kingswood Financial Planning13th June 2019

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