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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.

Key person:

Kingswood Group - Paul Surguy
Paul Surguy

Managing Director, Head of Investment Management

Discretionary Investment Management

Inheritance Tax Service – A I M Portfolio

Financial Planning