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

Contact us

FREE Financial Health Check

Whether you’re looking for peace of mind or to find out something specific, our Financial Health Check could do the job.

We’ll consider all areas of your finances – be it mortgages, protection, pensions or investments – to help you make the best decisions to support your future goals.

FREE Independent Financial Review by an IFA

Fill in our contact form, call us for a friendly chat on 0161 762 0108 or email: alice@kingswoodwealth.co.uk

Can be conducted via phone or your preferred video platform!