PETE AND ANITA – A LIFESTYLE PLAN

To manage your new wealth

Pete and Anita live in Brentwood and have been married for over 40 years. When Anita’s mum died and left a substantial inheritance, the couple asked Kingstons to help them take control of their new wealth.

Clear, simple and right for you

‘We’d been impressed with how Kingstons had managed my mum’s estate planning,’ said Anita, ‘and we’d come to trust Kingstons. ‘They are great listeners and understood what was important to us,’ explained Pete. ‘Not just our family and security, but what living a full and satisfying life meant to the two of us personally.’

‘The way Kingtsons presented our Lifestyle Plan was simple, straightforward and easy to understand,’ said Pete. ‘And most importantly, because Kingstons had taken the time to get to know us, it was right first time.’

Strong financial performance

The plan is successfully delivering the security that Pete and Anita were looking for and is enabling them to enjoy their retirement. ‘We have been very pleased with their financial recommendations,’ said Pete. ‘We wouldn’t hesitate to recommend Kingstons for a personal, expert and diligent service – we even love the dog!’

Building a family connection

The couple have built on their relationship with Kingstons, asking them to play a major part in managing the financial affairs of Pete’s aunt. ‘I’d been given power of attorney responsibility for planning my aunt’s finances during her later years, and Kingstons were a huge help – taking the worry and stress out of the whole process.’ The couple’s daughter has also now become a client of Kingstons.

Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning

Kingstons
Lifestyle 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. 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