Testimonials

Gina – A lifestyle plan

Taking control of your life

Following separation from her husband, Gina was worried about how to take control of her new assets and maximise her long-term income, Kingstons offered support in a number of ways that helped Gina through this emotional and transitional time.

A safety net when you need it most

‘Following separation from her husband, Gina was worried about how to take control of her new assets and maximise her long-term income. Kingstons offered support in a number of ways that helped Gina through this emotional and transitional time.

‘I was on my own,’ said Gina. ‘Although I had access to finance and half of my husband’s pension, I didn’t know what to with it. My husband always controlled our assets – I didn’t have a clue.’

Negotiating hard on your behalf

Gina’s husband’s pension was a key asset. During their planning, Kingstons noticed a detail in Gina’s medical history, and were able to negotiate an enhanced annuity for her with the transfer money.

‘Debbie really worked hard for me, negotiating with the pension company. I felt so privileged they were working on my behalf. Kingstons efforts meant I received the income to maintain a comfortable lifestyle. Kingstons really helped me through and made sure I was completely financially secure.’

Trust and confidence

’Debbie and Peter are people you can trust,’ added Gina. ‘I have con dence in their recommendations. I know I have their backing if I need it. It’s like having a safety net. Kingstons support helped me achieve security and gave me the con dence to make the right decisions about my life.’

Kingstons
Financial Planning | Wealth Management | Will & Trust Planning

Kingstons Financial Planning | Wealth Management | Wills & 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. Some Buy to Let mortgages are not regulated by the Financial Conduct Authority. Wills writing, taxation and trusts are not regulated by the Financial Conduct Authority. Will services are performed by Kingstons Will & Trust Planning Limited only.

Kingstons Wealth Management Limited is registered in England and Wales Number: 09705742, address: Broom House 39/43 London Road Hadleigh Benfleet Essex SS7 2QL. Kingstons Financial Planning Limited registered in England and Wales Number: 04987554, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH. Kingstons Will & Trust Planning Limited registered in England and Wales Number: 03319771, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH.

Kingston House | 15 Southend Road | Rochford | Essex | SS4 1HA

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. Some Buy to Let mortgages are not regulated by the Financial Conduct Authority. Wills writing, taxation and trusts are not regulated by the Financial Conduct Authority. Will services are performed by Kingstons Will & Trust Planning Limited only.

Kingstons Wealth Management Limited is registered in England and Wales Number: 09705742, address: Broom House 39/43 London Road Hadleigh Benfleet Essex SS7 2QL. Kingstons Financial Planning Limited registered in England and Wales Number: 04987554, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH. Kingstons Will & Trust Planning Limited registered in England and Wales Number: 03319771, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH.

Kingston House | 15 Southend Road | Rochford | Essex | SS4 1HA