Money is often referred to as a means to an end but it isn’t the end goal. It’s simply a tool that helps us achieve our vision of a better future – a life rich with experiences, memories and relationships.
For Graham, that’s involved climbing to Everest Base Camp, cycling across the Mekong Delta and trekking up Mount Kilimanjaro – all with people he cares about. Don’t worry though, you don’t have to sign up for any of these to be a Kingswood client!
We appreciate that everyone is different. Our job is to find out what’s fulfilling in your eyes. And then help you achieve it.
That’s where a clear financial plan comes in. With that in place, you’ll know where you’re heading and feel in control of your finances with an understanding of all the options.
It may be you’ve never really thought about what you want but we’ve got a process to help you clarify your objectives, whether that’s to protect what you‘ve got, accumulate more or start to decumulate in a tax-efficient way.
We help our clients achieve and maintain financial independence. By ‘managing the money’ we can ensure your financial arrangements will provide a solid foundation for your lifestyle.
People understandably often worry about financial issues. Will they have enough money to last once they’re retired? What if something unexpected happens? What if there is another financial crisis? Our role is to take our clients from uncertainty to certainty. Yes, there will always be risk in investing and investments will inevitably go down as well as up, but by putting a structured plan in place over the long term, we can help you to take action as appropriate and increase the chances of success.