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. But to get to this point, we believe in taking the time to get to know you first and to develop a relationship with you. That’s why we limit the number of clients we take on; ensuring we can give you the attention and support you deserve.
Having experienced first-hand the real difference that lifestyle financial planning can make to people’s lives, Graham Day was passionate about setting up his own financial planning business and Kingswood Financial was born. He’s been advising clients for over thirty years and is a Chartered and Certified Financial Planner.
You can be confident you’ll get ‘a safe pair of hands’, while at the same time discovering that we adopt a forward-looking approach and embrace new ideas. What motivates us above everything is the knowledge that this type of financial planning really can change lives for the better.