Business Details
Trusted Financial Advisers in Ferndown, Dorset
We are Kingston PTM, a dedicated team of financial and tax professionals operating from our offices in Ferndown, Dorset, and Northampton. With decades of combined experience, we provide fully integrated tax planning and financial advice services tailored to individual needs. Our team comprises four qualified financial advisers, four taxation specialists, and eight support staff, ensuring comprehensive coverage of personal protection, retirement planning, investment strategies, and complex tax compliance. We prioritise client-centric relationships, offering a free initial consultation to discuss your unique circumstances.Our approach combines thoroughness, integrity, and transparency, with a commitment to delivering bespoke solutions that align with your financial goals. We work closely with professional partners like solicitors and accountants, extending our expertise to their clients while maintaining their role as principal advisers. Our services are underpinned by FCA regulation, ensuring adherence to the highest standards of conduct and client protection.
Services
Personal Tax Management
Financial Planning
Estate Planning
Investment Advice
Tax Compliance
Highlights and features
- We offer over 20 years of combined experience in financial and tax planning.
- Our fully integrated tax and financial advice service ensures holistic solutions.
- FCA-authorised professionals deliver transparent, jargon-free guidance.
- Free initial consultation to discuss your specific financial needs.
- Client-centric approach with bespoke solutions tailored to individual circumstances.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Personal Tax Management
Our Personal Tax Management service provides expert guidance for individuals, companies, and trustees. We specialise in income tax, capital gains tax, and inheritance tax, ensuring compliance with evolving regulations. Our advisers deliver tailored strategies to optimise tax efficiency while maintaining full transparency.
Financial Planning
We offer comprehensive financial planning covering retirement strategies, investment portfolios, and life assurance. Our FCA-regulated advisers create bespoke plans aligned with your long-term goals. We prioritise clarity and transparency in all recommendations to maximise your financial security.
Estate Planning
Our estate planning service helps protect your assets for future generations. We provide trust structuring, will preparation, and tax-efficient inheritance strategies. Our team ensures compliance with current legislation while addressing your family's unique circumstances.
Investment Advice
We deliver independent investment advice tailored to your risk profile and financial objectives. Our solutions include diversified portfolio strategies and performance reviews. We focus on long-term growth while maintaining alignment with your tax planning requirements.
Tax Compliance
Our tax compliance service covers accurate preparation of tax returns and repayment claims. Advisers specialise in complex scenarios including trusts and estates. We ensure adherence to HMRC requirements while identifying legitimate tax-saving opportunities for clients.
People
Gary Starmer
Director
Gary Starmer co-founded Kingston PTM with over 25 years' experience in financial services. He specialises in complex tax planning and investment strategies, working closely with professional firms to deliver bespoke client solutions.
Vikki Barringer
Director
Vikki Barringer brings extensive expertise in estate planning and inheritance tax. As a Director, she collaborates with legal professionals to provide integrated advice, focusing on client needs while maintaining professional adviser relationships.
Graham Bennett
Director
Graham Bennett has over two decades of experience in financial advisory services. He leads consultancy projects for professional partners, developing tailored solutions for business owners and high-net-worth individuals.
Questions
What services does Kingston PTM offer?
We provide integrated financial planning and tax advisory services, including personal tax compliance, estate planning, investment advice, and retirement strategies.
Are your services regulated?
Yes, Kingston PTM is authorised and regulated by the Financial Conduct Authority (FCA) for financial services.
Do you offer a free initial consultation?
Yes, we provide a free one-hour initial consultation to discuss your financial and tax requirements.
Which areas do you cover?
Our offices in Ferndown (Dorset) and Northampton serve clients nationwide across the UK.
How do you work with other professionals?
We collaborate with solicitors, accountants, and estate agents, providing specialist advice while respecting their role as principal advisers.
What makes Kingston PTM different?
We combine FCA-regulated financial advice with specialist tax planning expertise, offering holistic solutions from a single provider.
