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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.

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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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Latest news

Financial Planning Investments Pensions Savings Tax

5 key points about becoming financially independent

Financial independence can seem like the holy grail. We may be striving towards it but feel bombarded by lots of conflicting messages on how best…

Kingswood Financial Planning26th March 2020

Financial Planning Lifestyle Long Term Care

Protecting your home from care home fees

As you grow older, one of the things you might be most concerned about is the entire value of your home disappearing on paying care…

Kingswood Financial Planning22nd October 2019

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

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© 2021 Kingswood. 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.

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