Rocha Lima heads new Planning firm making first acquisition
- Monday, 25 September 2023
- Articles
Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.
Read more...Kingswood profits up but revenues fall
- Wednesday, 24 May 2023
- Articles
Group operating profit rose 36% to £8.7m at Financial Planner and wealth manager Kingswood in 2022, according to a trading update this morning.
Read more...Kingswood warns of £6.1m revenue drop
- Wednesday, 15 March 2023
- Articles
Rapidly expanding wealth manager and Financial Planner Kingswood Holdings has warned that 2022 revenue is likely to be down 3.9% year on year to £143.6m.
Read more...Kingswood confirms potential sale
- Monday, 06 March 2023
- Articles
Wealth manager and Financial Planner group Kingswood Holdings has confirmed the potential sale of the company’s UK business operations.
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