Terri – A Lifestyle plan

MaiNtaining your lifestyle

Terri had money from a divorce settlement and a pension that needed to be invested. The solicitor handling Terri’s divorce and conveyancing recommended Kingstons.

Change brings new experiences

‘I needed to know the best place for my money to be invested’, said Terri, ‘so it achieved the best return. I was totally naïve – I had never used a financial advisor before.’

Protecting the value of your assets

The substantial value of the pension fund meant it would be subject to a penalty for exceeding the maximum allowance. To help ensure Terri retained its maximum value, Kingstons was able to find and recommend ways to break down the funds and avoid the penalty.

Sharing ideas

‘It’s meant I have been able to maintain the lifestyle of my choice,’ said Terri. ‘I put my trust in Kingstons and they planned things really well for me. They went through everything in detail and, if I didn’t understand anything, it was explained. They gave me their opinions and views but, ultimately, they gave me the confidence to make the right decisions.’

‘Kingstons are a great, lively team. It feels like they are friends and that made the whole experience so much better.’

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.

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