HOW MAY WE HELP YOU?

What is a lifestyle plan from Kingstons?

Many of our clients are very successful individuals whose time and energy have been focused on their careers and raising families. With life moving at a hectic pace, it is easy to neglect thinking about your world and your future. It seems such a long way off and even making time to think about it is a challenge. How do you start thinking about the future? Not with a conversation about finances. Instead, we ask a lot of questions to help our clients imagine what their future could look like and how good it could be. Then we tailor a Lifestyle Plan to achieve their vision.

For many clients, developing a Lifestyle Plan is a unique and invigorating experience as it:

  • Is created out of broader discussions to determine your vision for your world and your future.
  • May not be limited to just your money and financial planning – it could also include life coaching elements.
  • Delivers our help to create a tailored plan specific to achieving your personal vision, goals and quality of life.

Building your Lifestyle Plan is an investment and an opportunity to take real control of your future. Speak to us today and make time for you.



Making the time now to stop and think about your ambitions and hopes for the future is an important investment. We can help harness and grow your assets through your Lifestyle Plan so you can take control of your future, realise your ambitions and enjoy your world.

 

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.

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