Personal Financial Planning

Putting a coin into a piggy bankIt is an unfortunate fact that most people don't plan their financial affairs and tend to be reactive rather than pro-active. Successful people are just too busy with their lives to set aside time for financial planning until some kind of crisis arrives. Our aim is to provide assistance in your finance management before that crisis arrives but we can also provide invaluable assistance if you do find yourself in a crisis situation.

Personal Financial Planning is a big subject and the services we will offer will vary considerably from one client to another. What we can guarantee is that we will be able to help you to plan a coordinated approach to savings, investments, family protection, borrowing and asset management, life assurance and pension planning.

For people running their own businesses or who are directors of a limited company, it will be necessary to coordinate the personal and business financial management to reach the best solutions for the people involved.

If you have inherited wealth, here's some advice that you might not have expected - don't worry about the money as long as it is safely deposited. Your strategy for managing you financial affairs is far more important than the money itself .

Please call us on 01978 346960 or complete an enquiry form for further information or to arrange an initial free consultation.

The value of an investment can fall as well as rise and you may get back less than you have invested.


Kingsway Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Reg. No. 452538 *

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