Why us?

Helping you making the most of life’s potential

Everything we do at Kingswood is focused on helping people turn life’s opportunities into realities. This isn’t vague, wishful thinking. We go about it with a clearly defined process, based on five core values:

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Integrity

We always do the right thing rather than the easy thing

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Accountability

We accept responsibility and deliver on our promises.

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Friendly and Approachable

We build meaningful client relationships, based on trust.

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Simplicity

We break through the jargon and complexity of financial planning.

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Outcomes-focussed

We will help you achieve your objectives and lead the lifestyle you aspire to.

By following these principles, we aim to give you peace of mind and an improved sense of wellbeing. In working with a trusted financial planner, you will:

  • Be given a clear path to achieving your desired lifestyle
  • Feel in control of your finances
  • Know you can cope with a financial shock
  • Be aware of the financial options open to you in life
  • Be able to provide clarity and security for those you may leave behind

Graham communicates details of financial planning in a language I can understand and has helped me achieve my goal of feeling financially comfortable at my retirement. I have total confidence in his financial planning, he understands my attitude to risk and the planning and advice I have received has provided me with a financial future that I had hoped for but could never have achieved by myself.

NicolaSurrey

Graham was a breath of fresh air. We have known a few 'financial advisers' but Graham's approach to first establishing our 'needs' rather than just selling us products has been a surprising and rewarding experience. We're glad to have found someone that we can place our trust in to help us to first establish and then realise our future goals. How much to invest in your future well-being can be a difficult question but, right from the start, Graham was very open and honest about the 'life time' service his Company can provide and the costs associated with it.

NeilEngineer, Surrey

I was very impressed by [Graham’s] honesty, his desire to fully understand my personal objectives and views, and the quality of his advice and service to me. My circumstances were complicated and Graham clearly explained all aspects and covered any implications. In fact, due to his knowledge and involvement, my annual pension income is 18% more per year than it would otherwise have been.

PaulSurrey

We have been able to understand easily what needs to be planned to ensure a comfortable and organised future. It does give us peace of mind, which we want as retirement approaches.

SueSurrey

Graham has been advising our company for over 5 years now and we are really happy with the professional service he provides on corporate benefits schemes (pensions, insurances etc.). He is always one step ahead in advising us of future regulations that would affect us and making sure we are fully compliant, as a company.

MurtazaFinancial Controller, London

Graham takes me through the significance of the investment decisions he is recommending in detail and fully explains the options. Most importantly, his advice is always sound.

AnthonyManaging Partner, London