Advice every step of the way

HELPING you achieve your financial goals

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 At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way.

Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals.


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We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you.

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KW Wealth Planning Limited profile

We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. 

"The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service."

Verified review, based in South Yorkshire

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Protecting you and your family

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Planning for retirement

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Make the most of your income

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Passing on your wealth

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Maximising your cash savings

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Grow your wealth

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