Kingswood hires tech lead from SPW

Kingswood has appointed former Schroders Personal Wealth programme manager Christopher Calvocoressi to lead the Financial Planning firm’s technology transformation.

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Kingswood appoints Lawrence as group CEO 

Acquisitive Financial Planning group Kingswood has appointed David Lawrence as group CEO. 

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Kingswood unveils all-in-one client portal 

Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.

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Kingswood completes £1.5m takeover of Yorkshire adviser

The acquisitive Financial Planning and wealth management firm Kingswood has today completed its deal to buy South-Yorkshire-based DJ Cooke (Life & Pensions) in a deal worth £1.5m.

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