DUNCAN – A Lifestyle plan

Achieving the world of your dreams

Duncan, a building surveyor with three children, is goal- orientated and enjoys the peace of mind that comes with planning well into the future. A Lifestyle Plan helps him achieve this.

Your goal setting

‘Duncan recalls there was one especially important goal discussed as part of his planning process. ‘My wife and I wanted to move house and start a family. We found our dream house but it was stretching our budget. Kingstons were there at every stage from a financial point of view. They found the mortgage that worked for us with repayments we could afford. They helped us achieve our perfect family home.’

Our help every step of the way

Over the years, Kingstons has seen Duncan’s family grow and has taken on the management of more of Duncan’s investments. ‘I needed to get my finances in order,’ explained Duncan, ‘but I didn’t have time to do it myself. I’d used financial advisers previously but found them too remote. Kingstons was recommended by a colleague. They proposed a plan that got my financial affairs in order and put my mind at rest.’

Analysis and projection

‘Kingstons are very much a team’, says Duncan. ‘I have spent many hours with Debbie going through my finances in real detail and left her to research and crunch the numbers.’

‘It doesn’t really feel like a financial service. They are more like friends of the family. It gives me great peace of mind to know that, if something were to happen to me, there is someone there to help pick up the pieces. We trust them implicitly.’

As a mortgage is secured against your home, your home may be repossessed if you do not keep up repayments on your mortgage.

Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning

Kingstons
Lifestyle Planning | Wealth Management | Wills & Trust Planning
01702 561970 enquiries@kingstonsfinancial.com

CookiesPrivacy 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

CookiesPrivacy 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