Aim Independent Ltd

At Kingswood, we pride ourselves on being more than just a financial advisory business. We are a partner that is committed to helping you achieve your financial goals, every step of the way. With a long history of providing expert financial advice, managing investments, and combining wealth planning with investment management, we believe that everyone should have access to professional guidance to protect and grow their wealth.

Our Mission

Our mission is to help you achieve financial freedom by providing tailored solutions that cater to your unique needs and goals. We do this by understanding you, listening to your concerns, and building a plan that aligns with your values and aspirations. Whether you're looking to plan for retirement, grow your wealth, or simply protect your financial future, we are committed to being with you every step of the way.

Our Approach

We believe that financial planning should be personal and tailored to each individual's circumstances. That's why we take the time to understand what's important to you, whether it's your family, your business, or your long-term goals. We then use this knowledge to build a comprehensive plan that helps you achieve your financial objectives. Our approach is built on a foundation of trust, transparency, and expertise, ensuring that you have complete confidence in our ability to manage your finances.

Our Services

We offer a wide range of financial services designed to help you achieve your goals. Whether you're looking for investment management, pension planning, mortgage advice, or simply guidance on protecting your wealth, we have the expertise and experience to help. Our services include:

• Financial Planning: We will work with you to create a personalized financial plan that aligns with your goals and objectives.
• Investment Management: Our investment managers work closely with you to create customized investment portfolios that suit your risk profile and goals.
• Mortgage Advice: We can help you navigate the complex world of mortgages, ensuring that you find the right loan for your needs.
• Pension Planning: We will work with you to create a pension plan that provides for your financial retirement.
• Tax Planning: We can help you minimize your tax liability and maximize your wealth.
• Cash Management: We will work with you to create a cash management plan that ensures you have the funds you need, when you need them.

Expertise

Our team of expert financial advisers has extensive experience in helping individuals and businesses achieve their financial goals. We are dedicated to staying at the forefront of industry developments and trends, ensuring that our clients have access to the latest financial knowledge and products.

Client Testimonial

"We were extremely impressed with the service we received from Kingswood. The advice we received was sound and practical, and we would highly recommend them to anyone looking for financial guidance." - Verified review, based in South Yorkshire

Weekly Investment Update

Stay up-to-date with the latest market news and insights with our weekly investment update. Our team of experts provides regular analysis on global equities, commodities, and other investment opportunities.