01702 561970 [email protected]

Stuart – a lifestyle plan

To manage your growing wealth

Stuart is Managing Director of a successful building company and father of three children. Stuart accumulated substantial assets through a work’s bonus plan, pension and astute property investment choices.

An evolving relationship and strategy

‘Originally, we went to Kingstons simply for our mortgage,’ explained Stuart, ‘but that developed into an ongoing plan that structures our finances to achieve the goals we set out for our future. These plans evolve so it’s important to me that Kingstons has been there throughout. We discuss life, kids and jobs then talk about strategy and make our decisions. They’ve given us the right advice and helped us adapt our plans so we stay in control.’

Financial expertise and trust

Kingstons proposed a number of tax efficient investments and assisted with funding for a home move and buy-to-let purchases. ‘This has enabled me to build a larger investment portfolio,’ said Stuart. ‘I like to discuss my ideas with Kingstons. I’m a busy man so it means a lot to me that I can trust him to take care of their implementation.’

Individual and personal

‘There’s no formula with Kingstons,’ added Stuart. ‘It really is a very personal service and I have recommended them many times. I have dealt with a lot of consultants and you can tell Kingstons is genuine. It has been a good relationship for me.’

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 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.

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.

Kingstons
Lifestyle Planning | Wealth Management | Will & Trust Planning
01702 561970 [email protected]

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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

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