Smith Pearman & Associates

At Kingswood, we are dedicated to helping individuals and families achieve their financial goals by providing expert financial advice, investment management, and wealth planning services. Our team of experienced advisers is committed to understanding your unique needs and building a plan tailored to your goals, risk tolerance, and financial situation. We believe that everyone deserves access to high-quality financial advice, and we strive to provide a supportive and approachable service to all our clients.

Our Services

We offer a comprehensive range of financial services, designed to help you protect and grow your wealth. Our services include:

• Financial Planning: We work with you to create a personalized financial plan, tailored to your goals, risk tolerance, and financial situation.
• Investment Management: Our expert investment managers construct and manage your investment portfolio, aiming to achieve your financial goals.
• Protection: We help you protect your loved ones and your assets with comprehensive insurance coverage and risk management strategies.
• Pensions and Retirement: We help you plan for a secure retirement, ensuring you have a sufficient income to maintain your lifestyle.
• Mortgages: Our mortgage experts can help you secure the best mortgage deal for your needs, providing expert guidance through the process.
• Tax Planning: We work with you to minimize your tax liability, ensuring you retain more of your hard-earned money.
• Passing on Wealth: We help you plan for the future, ensuring your wealth is preserved and passed down to future generations.
• Cash Management: Our cash management solutions help you make the most of your cash savings, earning returns while providing easy access to your funds.

How We Work

At Kingswood, we pride ourselves on our personal approach. We take the time to understand your unique goals, risk tolerance, and financial situation, and build a bespoke plan tailored to your needs. Our advisers are dedicated to providing expert guidance and support every step of the way, ensuring you are fully informed and in control of your financial decisions.

UK Leadership Team

Our UK leadership team is composed of experienced professionals who are committed to delivering exceptional service to our clients. Our team has a deep understanding of the financial industry and is dedicated to staying up-to-date with the latest developments and trends.