Kingston Independent Financial Advisers

Our Mission

Kingston PTM is a trusted financial services firm dedicated to empowering individuals and businesses to achieve their financial goals. With decades of experience across Dorset and Northampton, our team of knowledgeable financial advisors offers tailored solutions designed to meet your unique needs. We believe in open communication, transparency, and building lasting relationships with our clients.

Our Expertise

Our diverse team of professionals offers comprehensive expertise in:

Tax Planning & Compliance

• Personal Tax Planning
• Capital Gains Tax Planning
• Inheritance Tax Planning
• Income Tax Planning & Compliance
• Trust & Estate Planning & Probate

Financial Planning & Investment

• Wealth Management & Investment Portfolios
• Retirement Planning & Pension Strategies
• Estate Planning & Probate
• Risk Management & Insurance

Financial Advisory & Consulting

• Business Planning & Growth Strategies
• Tax & Compliance Audits
• Corporate Finance & Restructuring

A Comprehensive Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. We work with you to:

• Understand your financial goals and aspirations
• Assess your current financial situation
• Develop a tailored plan to achieve your goals
• Implement strategies and track your progress
• Review and adjust your plan regularly

Client-Centric Service

At Kingston PTM, we believe in building lasting relationships with our clients. Our dedicated team is committed to:

• Providing clear and concise explanations in plain language
• Treating you with respect and empathy
• Communicating regularly and proactively
• Offering realistic and achievable solutions
• Working collaboratively with you every step of the way

Get Started Today

We offer a free consultation to discuss your needs and explore how we can help you achieve your financial goals. Contact us today to schedule a meeting with one of our experienced financial advisors.