Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Kingswood Group

  • Min. account size

    £250,000
  • Company type

    Wealth Managers
  • Ownership

    Listed on Stock Market
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    2010

Key person:

Leigh Philpot

Head of Wealth

Kingswood Group Factfile

Kingswood began life in 2010 as primarily an investment management business and through a number of acquisitions of financial advice businesses we now provide clients with a fully integrated approach to their financial affairs.  Kingswood is a public company and our shares have been listed on the AIM market since 2014. We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

We do this by offering a highly personal service from our network of local offices around the UK. Our experts work with our clients over the long term to Protect and Grow their wealth through relevant and timely advice and the active management of their assets.

Contact Investment manager
Fee structure Annual fee
Min. account size £250,000
Contact Investment manager
Fee structure Annual fee
Min. account size £250,000
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee

  LESS DETAILS

Who is your best manager?
Who is your best manager?