01702 561970 [email protected]

Our History and Direction

Kingstons was originally established over 30 years ago by Peter Kingston and has a long track record of friendly client support focused on quality well-rounded advice. In its current form, comprising of two companies, it can provide both fully independent Financial Planning covering Lifestyle Strategies and Wealth Management as well as quality Estate Planning advice and Will Writing. Kingstons has always aimed to give advice based on your needs and is owned and controlled by ourselves.

We aim to continue this approach and grow the business in a gentle manner to retain that ‘family feeling’ and keep the team of people small so that you can get to know us all over the years. We aim to never stop learning and growing our skills and knowledge to support you. You are welcomed to our continued commitment to a face-to-face approach, quality advice and wide-ranging support.

Our practice is also home to our collection of dogs and cats which many of our clients enjoy, however, if you have any issues with this from a health or another perspective please let us know and so that we can accommodate your needs. We also cater for disabilities. In particular, we offer home visits for all of our services to help you access us if attending the practice presents any difficulties and we offer tailored support if you suffer from dyslexia or any other similar learning difficulty.

We look forward with excitement to the next stage of our journey with you, your families and your businesses as they grow and develop.

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