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Kingswood Consultants Ltd
 
 
History: 

Established in 1988 and incorporated in 2008, Kingswood Consultants Ltd are one of the UK's leading providers of Lifetime Financial Planning Services to private clients and owner managed businesses.  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 the UK Social Investment Forum (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.


 
 
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