STEPHENS STORY – A Lifestyle plan

Service across years and generations

Stephen, a family man with grown-up children, is a managing director of a Lloyds broker. Stephen likes the challenge of setting new goals – and Kingstons enabled him to achieve many of these, including helping his sons buy their own homes.

A chance to think about your future

‘I first went to Kingstons over 10 years ago to draw up a will – that’s all. But during our discussions, they suggested producing a Lifestyle Plan for me and my wife.’

Stephen appreciates the relationship he has built up with Kingstons. ‘I work until very late,’ he says, ‘but Kingstons are very accommodating of that fact and will come and see me at home or even open up on a Saturday.’

Service over and above your financial planning

The planning process also allowed Stephen to develop an idea that came from discussions with Kingstons. ‘It’s not just not purely financial,’ he explains. ‘Kingstons were able to assist me on other matters through their own personal knowledge and contacts that didn’t fall into the financial scope. It is not something that you would attribute to your standard financial planner.’

‘Kingstons provide a very personal service. They make you feel like yours is the most important plan that they are dealing with. They know us very well and have seen our children grow up.’

Strong financial performance

’We were impressed with Kingstons’ plan and it’s paid off tremendously for us,’ said Stephen. Stephen keeps a close eye on the performance of his plan. ‘I have regular reviews with Kingstons so I know my investments are producing the right returns. We have completed nearly all the goals that were laid out in the plan – and there is still time to do more!’

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Wills are not regulated by the Financial Conduct Authority. Will services are performed by Kingstons Will & Trust Planning Limited only.

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