Welcome to Kingswood Wealth Management

We are an experienced team of financial advisers providing financial advice to individuals and businesses in Lancashire and the local area.

Welcome to Kingswood Wealth Management

We are committed to putting clients at the heart of everything that we do and to providing the best possible service.

Welcome to Kingswood Wealth Management

If you have any questions, would like to know more about us, or if you would like to book an appointment, please get in touch.

Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.


Our Services

Want to know more?

Call us for a friendly chat on 0161 762 0108 or email: alice@kingswoodwealth.co.uk