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  • Kingswood appoints Coleman as permanent CEO

    Financial Planning and wealth management group Kingswood has appointed interim CEO Peter Coleman, former CEO of Positive Solutions, as its permanent CEO six months after the departure of David Lawrence.

  • Kingswood AUM climbs 8.2% to £12.9bn

    Acquisitive wealth manager and Financial Planner Kingswood said group assets under advice and management (AUA&M) climbed to £12.9bn by the end of June, up 8.2% year-on-year.

  • Wealth Wizards' website

    Ex-Pru Financial Planning director joins digital adviser

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