TESTIMONIALs

These are some of our clients, who have agreed to share some of their experiences in the hope that these will resonate with you.

Stephen

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.

Pete and Anita

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.

Stuart

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.

Duncan

Duncan, a building surveyor with three children, is goal-orientated and enjoys the peace of mine that comes with planning well into the future. A Lifestyle Plan helps him achieve this.

Gina

Following separation from her husband, Gina was worried about how to take control of her new assets and maximise her long-term income, Kingstons offered support in a number of ways that helped Gina through this emotional and transitional time.

Terri

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.

Duncan

Duncan, a building surveyor with three children, is goal-orientated and enjoys the peace of mine that comes with planning well into the future. A Lifestyle Plan helps him achieve this.

Gina

Following separation from her husband, Gina was worried about how to take control of her new assets and maximise her long-term income, Kingstons offered support in a number of ways that helped Gina through this emotional and transitional time.

Terri

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.

Your Team

Please follow the link below to learn about who your team, from Kingstons, will be.

Kingstons
Financial Planning | Wealth Management | Will & Trust Planning

Kingstons Financial 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. 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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