Kingswood bolsters estate planning offer  

Wealth manager and Financial Planner Kingswood has launched an AIM IHT & ISA Portfolio Service to help clients with estate planning.

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Kingswood completes £6.2m deal to buy Planner firm

Fast-growing wealth manager and Financial Planner firm Kingswood Group has completed its deal to acquire Berkshire-based Financial Planner Barry Fleming & Partners for £6.2m.

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Kingswood buys Chartered Planner firm for £12.4m

Fast-growing Financial Planner and wealth manager Kingswood has acquired JFP Holdings Limited, the parent company of Cheshire Chartered Financial Planner JFP Financial Services Limited.

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Kingswood buys Glasgow adviser for £5.1m

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Glasgow-based financial adviser Strategic Asset Managers Limited (SAM) for £5.1m.

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