Kingswood Consultants Ltd
Company Overview Established in 1988 and incorporated in 2008, Kingswood Consultants Ltd are one of the UK's leading providers of Lifetime Financial Planning Services to private clients and owner managed businesses. Description We provide a bespoke service to a strictly limited client base, typically catering for the needs of individuals disenfranchised by the homogonous approach adopted by Banks and other mainstream financial services providers. We have been at the forefront of the Financial Planning movement for over 20 years, achieving many milestones along the way: · 1988 - Authors of the first UK Guide to Ethical Investments · 1991 - Founding members of UK Sustainable Investment & Finance (UKSIF) · 1999 - Founding members of the Ethical Investment Association (EIA) · 2001 - Became authorised by the Financial Services Authority (FSA) · 2003 - Adviser recognised nationally for "outstanding success" on completing CII professional examinations. · 2006 - One of the first firms to achieve both CFP Licence status & Advanced Financial Planning Certificate qualifications for all advisory staff. · 2008 - Business incorporated to form Kingswood Consultants Limited. · 2010 - Kingswood Investment Wrap Platform launched in conjunction with AXA Elevate.
Bicester, England, United Kingdom
Financial Services
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No verticals classified
Financial Planners, Wealth Management, Pensions, Investments, Ethically screened and Socially Responsible Investments., Retirement Planning, Income Drawdown, SSASs and SIPPs
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1
1988
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