Our distinctive approach
As you are central to our process, if we cannot add value to your life then the relationship cannot flourish. We like to work with people, their families and their businesses over many years.
This approach requires some fundamentals
- The opportunity for trust to exist between us
- To enjoy sharing ideas and having a plan
- Full disclosure:
- Ourselves – with our approach, services and fees,
- You – with your circumstances, aims, concerns and desires.
- To keep our service personal and active
There are two companies offering you a comprehensive range of services. Kingstons Wealth Management Limited is Authorised and Regulated by the Financial Conduct Authority and may refer you to Kingstons Will & Trust Planning Limited which offers services which are not subject to such regulation.
Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning
Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning
01702 561970 [email protected]
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 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