Kingswood Taxation & Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
“Honest and straightforward advice. Their diverse portfolio of services means that I can get advice and guidance on business and personal financial planning.”
David Merifield, Company Director
“Since my wife and I became clients of Kingswood in 2005, we have always found them most attentive to our needs. It never seems too much trouble for them to respond to our queries, to explain in clear terms our investment options and then to implement the agreed arrangements. We have appreciated the personal attention Kingwood have given to us and consider we would been in difficulty in retirement without them. They have restored my faith in financial advisers, something of which I had derived little during my career as a solicitor from the 1960’s onwards.”
Peter Worboys, Retired Solicitor
“I have been a client of Kingwood for 15 years and they have always given me excellent advice, which has been invaluable, both to my business and to me personally. Over the years we have built up an excellent relationship based on trust and mutual understanding, and I have been delighted to recommend them to colleagues and friends.”
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Kingswood Taxation & Wealth Management Ltd is registered in England and Wales, Number 04748343. Registered Office: 1 Innovate Mews, Lake View Drive, Sherwood Park, Nottingham, NG15 0DA, England.