Dawn – A lifestyle plan
Making the most of life
The start of a relationship
‘Kingstons was recommended to me after the loss of my father. I felt a great weight had been taken off my shoulder as Peter worked out a plan that was tailor made for me,’ explained Dawn. ‘Peter soon introduced their new protégé and now partner in Kingstons, Jan, and commented with pride as she passed each and every exam achieving outstanding results.’
Advice based on individual needs
Kingstons assessed Dawn’s needs in detail and looked for solutions to enhance her income in later life. ‘They were soon working together on a Lifetime Mortgage proposal which ensured I had the very best advice and legal support and guided me carefully through the options.’ ‘I am so glad I took this option,’ added Dawn.
Active ongoing support
‘Jan entirely manages my portfolio now. I have two meetings a year and am always fully informed as to any market developments,’ Dawn explained, ‘I am a small investor but feel as though I’m the most important and Jan and Debbie are so helpful and generous with their time. I can honestly say that coming to Kingstons was one of the wisest things I have ever done.’
A lifestyle mortgage will be secured against your home.
The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Kingstons does not provide legal services but works with appropriate professionals inthis area.
Kingstons Wealth Management Limited is a member of the Equity Release Council.
Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning
Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning
01702 561970 enquiries@kingstonsfinancial.com
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Kingstons Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 714745.
The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less then you invested. Investment Services and other services regulated by the Financial Conduct Authority are only provided by Kingstons Wealth Management Limited. As a mortgage is secured against your home or other property, your home or other property may be repossessed if you do not keep up repayments on your mortgage. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Commercial Buy to Let mortgages are not regulated by the Financial Conduct Authority. Wills writing, taxation and trusts provided by Kingstons Will & Trust Planning Limited are not regulated by the Financial Conduct Authority.
Kingstons Wealth Management Limited is registered in England and Wales Number: 09705742, registered address: Broom House 39/43 London Road Hadleigh Benfleet Essex SS7 2QL. Kingstons Will & Trust Planning Limited registered in England and Wales Number: 03319771, registered address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH.
© Kingstons
Cookies | Privacy Notice | Terms & Conditions | Regulatory Jurisdiction | Complaints Procedure | External Links | Data Protection
Kingstons Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 714745.
The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less then you invested. Investment Services and other services regulated by the Financial Conduct Authority are only provided by Kingstons Wealth Management Limited. As a mortgage is secured against your home or other property, your home or other property may be repossessed if you do not keep up repayments on your mortgage. The levels and basis of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Commercial Buy to Let mortgages are not regulated by the Financial Conduct Authority. Wills writing, taxation and trusts provided by Kingstons Will & Trust Planning Limited are not regulated by the Financial Conduct Authority.
Kingstons Wealth Management Limited is registered in England and Wales Number: 09705742, registered address: Broom House 39/43 London Road Hadleigh Benfleet Essex SS7 2QL. Kingstons Will & Trust Planning Limited registered in England and Wales Number: 03319771, registered address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH.
© Kingstons