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Independent Financial Advice – Tailored to you Our Services Our Services Making the most of your finances Investments We help with a diverse range of
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Kingsmead Wealth Ltd provides independent financial advice tailored to individuals and businesses in the UK. The firm helps clients make informed decisions about their finances, with services covering investments, retirement planning, protection and mortgage referrals. Its investment advice can include a diverse range of investment, retirement, tax and estate-planning needs. For clients preparing for retirement, Kingsmead offers pension planning, while its protection service helps people explore personal and business protection plans. The firm can also connect clients with a whole-of-market mortgage adviser.
Kate Davis, an Independent Financial Adviser holding DipPFS and CertCII (MP) qualifications, has more than 20 years of experience. Before joining Vision, she was an award-winning adviser with HSBC in the UK and Jersey, advising personal and commercial clients across market sectors. Kingsmead invites prospective clients to arrange a personal consultation by phone, email or visit. The firm is an appointed representative of Vision Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority.
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The Kingsmead Wealth name, logos and brand assets are trademarks of Kingsmead Wealth and its affiliates. Brandfetch isn't affiliated with or endorsed by Kingsmead Wealth. Their use is subject to Kingsmead Wealth's brand guidelines.
