Business Details
Your Trusted Partner for Financial Planning and Investment Management
At Kingswood Group, we believe everyone should have access to financial advice and the opportunity to protect and grow their wealth. Our mission is to help clients achieve their financial goals through personalized financial planning, investment management, and wealth stewardship. With a client-centric approach, we combine expertise in financial advice with in-house investment solutions to create tailored strategies that evolve with our clients and their families. Our team of financial advisers and investment managers work collaboratively, offering a comprehensive suite of services including protection planning, retirement strategies, tax-efficient investments, and corporate solutions.We prioritise building long-term relationships, ensuring our clients receive ongoing support and guidance. Our services are designed to address key financial needs, from safeguarding family assets to optimising cash savings and managing intergenerational wealth transfer. We are regulated by the Financial Conduct Authority and operate with transparency, offering a free initial consultation and Financial Health Check tool to help clients understand their financial position. With offices across the UK and a 4.8-star rating on VouchedFor, we are committed to delivering exceptional service and empowering clients to make informed financial decisions.
Services
Financial Planning
Investment Management
Pension Planning
Tax Planning
Wealth Transfer
Corporate Solutions
ESG Portfolios
AIM Portfolio Service
Discretionary Management
Mortgage Advice
Highlights and features
- We provide personalized financial strategies tailored to your unique circumstances.
- Our team combines financial planning expertise with in-house investment management capabilities.
- We offer a free Financial Health Check to assess your current financial position.
- Regulated by the Financial Conduct Authority for compliance and client protection.
- 4.8-star rated on VouchedFor for exceptional client service and transparency.
Associations and certifications
- Financial Conduct Authority
- Financial Sector Conduct Authority
What people say
Exceptional service
Tailored financial advice
Highly recommended
Expert guidance
Confident recommendations
Services
Financial Planning
Our financial planning service helps clients map out their financial future through personalized strategies. We assess your current situation, goals, and risk tolerance to create actionable plans covering retirement, tax efficiency, and wealth preservation. With ongoing support, we ensure your financial roadmap evolves alongside your life changes.
Investment Management
We offer discretionary investment management tailored to your risk profile and objectives. Our in-house team constructs diversified portfolios using cost-effective assets, focusing on tax efficiency and long-term growth. Clients benefit from active management and regular performance reviews to align investments with evolving financial goals.
ESG Portfolios
Our ESG portfolios integrate environmental, social, and governance factors into investment decisions. Designed for clients prioritising ethical considerations, these portfolios balance financial returns with positive societal impact. We provide transparent reporting on ESG metrics and portfolio sustainability performance.
AIM Portfolio Service
This service focuses on inheritance tax mitigation through investments on the Alternative Investment Market. We create tailored AIM portfolios that qualify for tax reliefs while aligning with your risk appetite. Regular portfolio adjustments ensure compliance with changing tax regulations and client needs.
Corporate Solutions
We provide tailored financial solutions for businesses, including pension schemes and cash flow management. Our corporate services address tax efficiency, employee benefits, and strategic wealth planning. Clients receive dedicated support to navigate complex financial challenges and optimise business growth opportunities.
People
Paul Surguy
Head of Investment Management
Paul leads our investment team with over 20 years of experience in portfolio management and financial markets. He specialises in creating tax-efficient investment strategies and oversees the development of our discretionary management services.
Peter Hearn
Senior Investment Manager
Peter manages high-net-worth portfolios with a focus on asset allocation and risk management. His expertise in global equities and fixed income markets ensures clients receive diversified, performance-driven investment solutions.
Oliver Mulry
Senior Investment Manager
Oliver specialises in ESG investing and sustainable finance. He works closely with clients to align their values with investment objectives, developing portfolios that meet both financial and ethical criteria.
Matilda Davison
Associate Investment Manager
Matilda supports portfolio construction and client reporting, bringing expertise in market analysis and investment research. She focuses on delivering tailored solutions for emerging high-net-worth individuals.
Harry Merrison
Investment Manager
Harry manages discretionary portfolios with an emphasis on tax-efficient structures. His background in quantitative finance enables data-driven investment decisions that align with client risk profiles and financial goals.
Questions
Who is Kingswood Personal for?
Kingswood Personal suits clients seeking tailored investment management, either standalone or alongside wealth planning services. Contact us for a consultation.
Why choose Kingswood Personal over MPS?
Kingswood Personal offers bespoke portfolio tailoring, tax efficiency, and specialist solutions like AIM and ESG portfolios unavailable through standard MPS offerings.
Can I use Kingswood Personal with an external financial planner?
Yes, we collaborate with external planners to provide integrated investment management aligned with your overall financial strategy.
How often will I meet my Investment Manager?
Your manager provides regular updates and meets you virtually or in person as needed to review portfolio performance and adjust strategies.
Do you offer digital portfolio access?
Yes, Kingswood Go provides secure online access to your portfolio, performance data, and direct communication with your advisory team.
