Kingswood Consultants Ltd - Lifetime Financial Planners

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United Kingdom ›
Bicester, United Kingdom ›
Financial Advisor ›
Kingswood Consultants Ltd - Lifetime Financial Planners

01869 252545
www.facebook.com/kingswoodconsultan...
www.kingswoodconsultants.com
- Financial Advisor

Recommendations & Reviews

29 North St, Bicester OX26 6NB, UK
Bicester, England OX26 6NB (map)

About us

We provide a bespoke service to a strictly limited client base, typically catering for the needs of individuals disenfranchised by the homogonous approach adopted by Banks and other mainstream financial services providers. We have been at the forefront of the Financial Planning movement for over 20 years, achieving many milestones along the way:

· 1988 - Authors of the first UK Guide to Ethical Investments

· 1991 - Founding members of UK Sustainable Investment & Finance (UKSIF)

· 1999 - Founding members of the Ethical Investment Association (EIA)

· 2001 - Became authorised by the Financial Services Authority (FSA)

· 2003 - Adviser recognised nationally for "outstanding success" on completing CII professional examinations.

· 2006 - One of the first firms to achieve both CFP Licence status & Advanced Financial Planning Certificate qualifications for all advisory staff.

· 2008 - Business incorporated to form Kingswood Consultants Limited.

· 2010 - Kingswood Investment Wrap Platform launched in conjunction with AXA Elevate.

Hours of operation

Monday9:00AM - 5:00PM
Tuesday9:00AM - 5:00PM
Wednesday9:00AM - 5:00PM
Thursday9:00AM - 5:00PM
Friday9:00AM - 4:00PM
Sat, SunClosed

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2 recommendations and reviews from 2 people

Referral from December 30, 2014

Tim W. asked:

Hi All, having gone self employed this year I'm now thinking about pensions. Would anyone be able to help with advice on pensions versus savings please? Or point me towards a cheap advisor?

Ian G. replied:
Mike Daniels is first class Tim. Want to check him out? That's here http://kingswoodconsultants.com/

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Referral from February 23, 2014

Catherine M. asked:

Could anyone please recommend a good local financial advisor? We are looking for advice on later life planning - managing on a pension etc. Thanks in advance.

Mike D. replied:
https://www.facebook.com/KingswoodConsultantsLtd?fref=ts

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