Kingswood secures £8m loan facility

Pollen Street Capital, the private equity owner of wealth manager and Financial Planner Kingswood, has greenlighted a new £8m unsecured debt facility for the business.

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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 reports 10% operating profit rise

Financial Planner and wealth manager Kingswood Group, which confirmed it was potentially up for sale earlier this year, has reported a 10% rise in group operating profit to £5m for the first half of 2023.

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