Welcome to Kingsway Wealth Management
Providing guidance through life's financial maze
Are you doing the right things to protect your hard-earned money?
Is the taxman getting or going to get more than his fair share?
If you are not sure how to answer these questions we will be pleased to provide you with a free initial financial review.
We offer a fresh approach to business and personal financial planning by providing a complete, independent personal service to our clients. We believe this is the only way our clients can be assured that their interests are being dealt with effectively. The complexities of personal and business financial affairs require this kind of holistic approach if the right solutions are to be found on an ongoing basis.
Wherever possible we will offer solutions that don't require the purchase of any products, just reorganisation of your existing finances.
Typical clients will be people who are self employed or directors of a limited company as well as people employed in management and professional positions in the public and private sector.
We have been advising clients since 1995 in specialist areas including:
- Inheritance Tax and Estate Planning
- Trustee Investments
- Pensions in Divorce
- Pension Transfer advice
- Trust Planning
Please note that The Financial Conduct Authority does not regulate Taxation and Trust advice.
Kingsway Wealth Management Ltd.
Registered in England No: 05819180. Registered address: 1st Floor, Pembroke House, Ellice Way, Wrexham Technology Park, Wrexham, LL13 7YT, UK.
Authorised and regulated by the Financial Conduct Authority, Reg. No. 452538. We are entered on the FCA Register at www.fca.org.uk *. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
You will find useful information about financial matters on the Financial Conduct Authority's "Money Advice Service " website.*
The Financial Conduct Authority does not regulate will writing and taxation and trust advice.
Truly Independent Advice
Because we provide strategic advice we are truly independent, with no bias towards selling products. We are predominantly remunerated on a fee basis, although there are various options available to clients. All options are discussed in depth with the client prior to any recommendations being made.
Please call us on 01978 346960 or complete an enquiry form for further information or to arrange an initial free consultation.
Should you have cause to complain, and you are not satisfied with our response, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
Kingsway Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Reg. No. 452538 *
* If you click links marked with an asterisk (*) you will leave the website of Kingsway Wealth Management Limited and view the content of an external website. Kingsway Wealth Management Limited cannot be held responsible for the content of external websites.