Company
Kingswood Holdings Limited
LON:KWG
Here are a few things you may like to know about us: . We are a firm of independent financial advisors and wealth managers. . We look after about £1,800,000,000 of our clients’ money. . We produce over 500 client Wealth Plans each year. . We provide independent advice on a wide range of issues: investments; pensions; life assurance, and many others. . Our clients range from private individuals to some of the UK’s largest universities and institutions. . We focus on protecting the long term value of wealth. . We manage growth whilst carefully protecting against risk. . We were founded in 2011 and are a team of 70 people. . We are a member of the London Stock Exchange. . We're a UK listed company and many of us hold shares in the firm. . We're authorised and regulated by the Financial Conduct Authority. We have offices in London, Manchester, Cheltenham, Maidstone, Brighton and Worcester. We also have clients in South Africa, and an office in Johannesburg.
16 stories
Investments and investor services
Kingswood Holdings expects 'sustained earnings growth' after major overhaul
Kingswood has a new management team in place to implement the group’s three-year growth strategy.
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Kingswood Holdings swoops on Oxfordshire based advisor
The company is paying £3.3mln in two tranches for Thomas & Co, which has 500 clients and £150mln of assets under advice
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GCM gets boost from PowerChina (again)
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Investments and investor services
Kingswood Holdings updates on strategy as CEO departs
The wealth management firm said Marianne Ismail would leave the group with immediate effect, with executive deputy chairman Gary Wilder stepping into the role
Investments and investor services
Staffline's slide a temporary problem, Liberum asserts
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Investments and investor services
Kingswood Holdings hires new finance director
The appointment comes as Kingswood aims to expand in the UK and United States
Investments and investor services
Kingswood enters 'new phase of development' after restructuring
The company's objective is to grow “both organically and dynamically” through acquisitions in the UK and US
Investments and investor services
Kingswood Holdings appoints executive deputy chairman
Wilder, who joined the board in October 2017, takes over his role in November.
Investments and investor services
Kingswood Holdings to acquire Marchant McKechnie for £4mln
East Yorkshire-based Marchant McKechnie provides pensions, investments, and tax planning services