Kingswood Group
Initial consultation free
Restricted
Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
We can advise you on
Clients
helped
327helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Dan Smith DipFA, MLIBF
Consultant
Miss Jessica McGuigan
Chartered Wealth Planner
Mrs Rebecca Mattingley
Wealth Planner
What our clients say
md
Mr D A
Overall very pleased with the service
Thank you
ms
Mrs S R
I trust Graeme to do the best for me without doubt! Everything was carefully explained and I am more than happy to recommend him.
mc
Mrs C B
I value the friendly knowledgeable and competent service I receive.
Thank you
mm
Mr & Mrs A
Alan and I are very pleased to have Dan Smith as our financial adviser. He seems to have an instinctive understanding of our requirements and almost manages to make dealing with financial matters a...
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .
This service is provided by Unbiased Group Services Ltd