Kingswood profits climb 40%

Wealth manager and Financial Planner Kingswood Group said profits climbed £3m or 37.9% to £10.8m in 2023.

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Kingswood buys £111m AUM Irish Financial Planner

Fast-growing Financial Planner and wealth manager Kingswood Group has completed the acquisition of Dublin retirement planning advice firm BasePlan through its Irish subsidiary Moloney Investment.

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Kingswood completes Sterling Trust acquisition

Fast-growing Financial Planner and wealth manager Kingswood Group has completed its acquisition of Sterling Trust Financial Consulting after making the final deferred consideration payment of £1.775m.

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Kingswood Group rules out sale after review

Fast-growing Financial Planner and wealth manager Kingswood Group has ruled out a sale of the business after a strategic review.

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