Financial Planning

When it comes to your finances, do you have a plan for the future? If so, does your plan meet or exceed your financial expectations and will it continue to be appropriate in terms of risk, should there be a change in circumstances? More often than not, people haven’t taken appropriate steps to address their financial planning.

How we can help you

We can provide you with a succinct financial planning service that will identify your specific and general financial objectives and create a clear strategy that will allow these objectives to be met.

We take a holistic approach to financial planning, coordinating input from financial, tax and legal specialists to take account of your full circumstances, and giving special consideration to risk and tax issues. This enables us to provide you with a clear and tailored strategy to deliver improvement across a range of parameters.

As we are totally independent and work on an agreed fee basis, we are able to provide you with the most suitable solutions, utilising the products and services from carefully selected UK and international financial institutions.

Our financial planning services include:

Financial advice is provided by Kingston Smith Financial Advisers Ltd, an appointed representative of Argentis Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate some forms of buy to lets, commercial mortgages, tax advice, wills, trusts or certain offshore investments.

Contact us
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Derek Prentice

Director - Kingston Smith Financial Advisers Ltd

+44 (0)1727 896000


Email:
Derek Prentice

David Painter

Chartered Financial Planner - Kingston Smith Financial Advisers Ltd

+44 (0)20 7566 3729


Email:
David Painter

David Mitchell

Chartered Financial Planner

+44 (0)20 7566 4000


Email:
David Mitchell

David Taplin DipPFS

Managing Director - KSFA

+44 (0)20 7566 4000


Email:
David Taplin DipPFS

Nikki Rowell

Chartered Financial Planner

+44 (0)20 7566 4000


Email:
Nikki Rowell

Amrit Sandhu

Financial Planner

+44 (0)20 7566 3794


Email:
Amrit Sandhu

Steve Wood

Financial Planner

+44 (0)20 7566 3626


Email:
Steve Wood