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Lamb Joseph R Independent Financial Advisers Ltd
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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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Careers Client Login 020 7293 0730 [email protected] About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check <div class="x-video-inner video/mp4 transparent"><video class="x-mejs has-stack-styles" preload="metadata" autoplay loop muted><source src="https://www.kingswood-group.com/wp-content/uploads/2021/07/Kingswood.mp4" type="video/mp4"></video></div> Advice every step of the way HELPING you achieve your financial goals LEARN MORE £10.0 BN Assets Under Management 0 Active UK Clients 0 Employees 0 OFFICES At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. Our mission is to help you Protect and Grow your wealth and work with you to help you build the confidence to achieve your financial goals. START THE CONVERSATION We are passionate about understanding you and helping you bring your goals to life no matter what level of financial knowledge you might have. We like to listen and build a plan around you and what’s important to you in life, that’s why your first conversation with one of our advisers is obligation free and without any cost to you. GET IN TOUCH KNOW WHERE YOU STAND Embark your journey to financial freedom with our quick and easy Financial Health Check tool. In just the time it takes to make a cup of tea, we'll help you to map out your financial future. Upon completion, you'll receive a guide highlighting the important next steps that you should be considering. GET STARTED setTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MTE2MDE=", "vf-firm-11601")});}, 1500); We are proud to have 4.8 stars out of 5 on VouchedFor, home to the UK's most trusted advisers. "The service I have received from my adviser has been exceptional, I couldn't be happier with the advice I have received and I have made several recommendations to friends and colleagues looking for a similar service." Verified review, based in South Yorkshire Protecting you and your family Planning for retirement Make the most of your income Passing on your wealth Maximising your cash savings Grow your wealth MORTGAGES FIND AN ADVISER FIND OUT MORE KINGSWOOD BLOG DISCOVER ABOUT US FIND OUT MORE OUR LATEST NEWS & VIEWS Chaos reigns – 17 November 2025Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up ... Read MoreA mere one trillion – 10 November 2025Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to ... Read MoreDeal time – 3 November 2025Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week ... Read More Subscribe to weekly investment updates CONTACT us Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Compliance ESG/CSR Environmental, Social & Governance CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: [email protected] | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Mattioli Woods Limited. Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521. Registered office 1 New Walk Place, Leicester, LE1 6RU. About About Us Our History How We Work With You UK Leadership Team Find An Adviser Financial Planning Protection Pensions And Retirement Mortgages Tax Planning Passing On Wealth Cash Management Corporate Solutions Kingswood Advisers Investment Management Kingswood IBOSS MPS Kingswood Personal ESG Portfolio Service Kingswood Institutional Investment Team Insights Weekly Investment Update Blog Resources And Guides ESG/CSR Contact Find An Adviser Get In Touch Locate An Office Free Financial Health Check jQuery(document).ready(function($) { var $window = $(window); var body = $('body'); var bodyOffsetBottom = $window.scrollBottom(); // 1 var bodyHeightAdjustment = body.height() - bodyOffsetBottom; // 2 var bodyHeightAdjusted = body.height() - bodyHeightAdjustment; // 3 var $scrollTopAnchor = $('.x-scroll-top'); function sizingUpdate(){ var bodyOffsetTop = $window.scrollTop(); if ( bodyOffsetTop > ( bodyHeightAdjusted * 0.75 ) ) { $scrollTopAnchor.addClass('in'); } else { $scrollTopAnchor.removeClass('in'); } } $window.on('scroll', sizingUpdate).resize(sizingUpdate); sizingUpdate(); $scrollTopAnchor.on( 'click', function(){ $('html, body').animate({ scrollTop: 0 }, 850, 'xEaseInOutExpo'); return false; }); }); window.RS_MODULES = window.RS_MODULES || {}; window.RS_MODULES.modules = window.RS_MODULES.modules || {}; window.RS_MODULES.waiting = window.RS_MODULES.waiting || []; window.RS_MODULES.defered = true; window.RS_MODULES.moduleWaiting = window.RS_MODULES.moduleWaiting || {}; window.RS_MODULES.type = 'compiled'; (function() { var se = document.createElement('script'); se.type = 'text/javascript'; se.async = true; se.src = "https://storage.googleapis.com/moneypennychat/js/b90e2dd5-a235-4acf-ab16-41b82d084698.js"; var done = false; se.onload = se.onreadystatechange = function() { if (!done && (!this.readyState || this.readyState === 'loaded' || this.readyState === 'complete')) { done = true; window.dataLayer = window.dataLayer || []; Moneypenny.setCallback('StartChat', function (email, msg, type) { //ga('send', 'event', 'Moneypenny', 'startchat', type); dataLayer.push({'event':'Moneypenny_startchat'}); }); Moneypenny.setCallback('OpenProactive', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'proactiveopened', agent); dataLayer.push({'event':'Moneypenny_proactiveopened'}); }); Moneypenny.setCallback('MessageSubmit', function(email, msg) { //ga('send', 'event', 'Moneypenny', 'offline'); dataLayer.push({'event':'Moneypenny_messagesubmit'}); }); Moneypenny.setCallback('ChatMessageReceived', function(agent, msg) { //ga('send', 'event', 'Moneypenny', 'agentmessage', agent); dataLayer.push({'event':'Moneypenny_chatmessagerecieved'}); }); Moneypenny.setCallback('ChatMessageSent', function(msg) { //ga('send', 'event', 'Moneypenny', 'visitormessage'); dataLayer.push({'event':'Moneypenny_chatmessagesent'}); }); Moneypenny.setCallback('Close', function(agent, status) { //ga('send', 'event', 'Moneypenny', 'closechat'); dataLayer.push({'event':'Moneypenny_closechat'}); }); Moneypenny.setCallback('Open', function(status) { //ga('send', 'event', 'Moneypenny', 'openworks'); dataLayer.push({'event':'Moneypenny_openworks'}); }); Moneypenny.setCallback('Minimize', function (isMinimized, chatType, boxType) { //ga('send', 'event', 'Moneypenny', 'minimizechat'); dataLayer.push({'event':'Moneypenny_minimize'}); }); } }; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(se, s); })(); //(function(i, s, o, g, r, a, m) { // i['GoogleAnalyticsObject'] = r; // i[r] = i[r] || function() { // (i[r].q = i[r].q || []).push(arguments) // }, i[r].l = 1 * new Date(); // a = s.createElement(o), m = s.getElementsByTagName(o)[0]; // a.async = 1; // a.src = g; // m.parentNode.insertBefore(a, m) //})(window, document, 'script', 'https://www.google-analytics.com/analytics.js', 'ga'); //ga('create', 'UA-156566157-1', 'auto'); #rs-demo-id {} /* <![CDATA[ */ var csJsData = {"linkSelector":"a[href*=\"#\"]"}; /* ]]> */ /* <![CDATA[ */ var wpcf7r = {"ajax_url":"https:\/\/www.kingswood-group.com\/wp-admin\/admin-ajax.php"}; /* ]]> */ /* <![CDATA[ */ var wpcf7 = {"apiSettings":{"root":"https:\/\/www.kingswood-group.com\/wp-json\/contact-form-7\/v1","namespace":"contact-form-7\/v1"},"cached":"1"}; /* ]]> */ var mejsL10n = {"language":"en","strings":{"mejs.download-file":"Download File","mejs.install-flash":"You are using a browser that does not have Flash player enabled or installed. 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