Business Details
Trusted Financial Advisers in London
At Kingswood Group, we are dedicated to transforming the way individuals and institutions approach financial planning and investment management. With a client-centric philosophy, we provide tailored solutions that combine comprehensive financial advice with active investment stewardship. Our team of experienced advisers and investment managers works collaboratively to address protection, retirement planning, tax efficiency, and wealth transfer, ensuring clients achieve long-term financial security. By integrating cutting-edge research with personalized service models like our discretionary Kingswood Group Personal and ESG-focused portfolios, we deliver innovative strategies that adapt to evolving market dynamics.Regulated by the Financial Conduct Authority and operating across the UK and South Africa, we maintain rigorous compliance standards while prioritizing transparency and ethical practices. Our commitment to continuous client education through tools like our Financial Health Check and weekly market updates reinforces our position as a trusted partner in wealth management.
Services
Financial Planning
Investment Management
Pension Planning
Mortgage Advice
Tax Planning
ESG Portfolios
Corporate Solutions
Wealth Transfer
Highlights and features
- We offer personalized financial planning aligned with individual client goals
- Our investment managers combine discretionary management with tax efficiency
- We provide ESG portfolio solutions for sustainable investing
- We deliver free Financial Health Check assessments with actionable insights
- We maintain a 4.8-star rating from verified client reviews
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Happy with advice
Recommendations to friends
Trusted advisers
Financial goals achieved
Services
Financial Planning
Our financial planning service creates personalized roadmaps to achieve financial goals. We analyze income, assets, and liabilities to develop strategies for protection, retirement, and wealth transfer. With regular reviews and tax-efficient recommendations, we help clients navigate complex financial decisions while maintaining compliance with regulatory standards.
Investment Management
We offer active investment management through discretionary portfolios tailored to risk profiles. Our in-house team constructs diversified portfolios using global assets while focusing on cost-efficiency and liquidity. Clients benefit from continuous market monitoring, rebalancing, and performance reporting to optimize long-term returns.
ESG Portfolios
Our ESG portfolios integrate environmental, social, and governance factors into investment decisions. This service caters to clients seeking ethical investments without compromising returns. We combine rigorous ESG screening with active ownership strategies to deliver competitive financial performance alongside positive societal impact.
Pension Planning
We provide comprehensive pension planning services covering accumulation, consolidation, and drawdown strategies. Our advisers help clients maximize tax benefits, select appropriate providers, and create sustainable income streams. We specialize in navigating complex pension regulations to ensure secure retirement outcomes.
Corporate Solutions
Our corporate solutions address business owners' financial needs through tailored services including group pensions, cash flow management, and succession planning. We help companies implement employee benefits packages while providing strategic advice on business growth and asset protection.
People
Paul Surguy
Head of Investment Management
Paul leads our investment team with over 20 years' experience in portfolio management. He oversees strategic asset allocation and ensures delivery of high-quality investment solutions to clients.
Peter Hearn
Senior Investment Manager
Peter manages discretionary portfolios with expertise in equity markets and tax-efficient investing. He works closely with clients to develop personalized investment strategies aligned with their financial objectives.
Oliver Mulry
Senior Investment Manager
Oliver specializes in AIM portfolio management and inheritance tax planning solutions. He brings technical expertise in alternative investments and structured portfolio construction.
Matilda Davison
Associate Investment Manager
Matilda supports portfolio management with focus on ESG integration and sustainable investment strategies. She contributes to research and implementation of responsible investment frameworks.
Harry Merrison
Investment Manager
Harry manages client portfolios with emphasis on risk profiling and asset allocation. He provides regular investment updates and collaborates with financial planners for holistic wealth management.
Questions
What financial services does Kingswood offer?
We provide financial planning, investment management, pension solutions, mortgage advice, tax planning, ESG portfolios, and corporate financial services tailored to individual and institutional needs.
How does Kingswood personalize financial advice?
We conduct detailed consultations to understand your goals, risk tolerance, and financial circumstances, creating bespoke strategies that evolve with your changing life requirements.
Can I access my investments through a mobile app?
Yes, our Kingswood Go platform provides secure mobile access to portfolio information, performance updates, and direct communication with your advisory team.
What is the Financial Health Check service?
This free online tool takes 10 minutes to complete, providing personalized insights into your financial position and actionable recommendations for improving your financial wellbeing.
How does Kingswood approach ESG investing?
We integrate environmental, social, and governance factors into portfolio construction using rigorous screening processes and active ownership strategies to deliver sustainable investment outcomes.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Certified Financial Planners, and investment professionals with industry-recognized qualifications like the CFA and CISI diplomas.
