Dedicated Wealth Advisory Service

Prosperity inevitably brings complexity in your financial affairs, and with the pace of life today it’s difficult enough to achieve any kind of work/life balance. It’s tempting to overlook those longer-term priorities such as dealing with your investments and tax, planning for you and your family’s future or even those day-to-day administrative chores.

We can help

Kingston Smith’s Dedicated Wealth Advisory Service offers a multi-disciplinary approach to personal financial planning, drawing on the knowledge of tax specialists, lawyers, investment strategists, mortgage advisers and accountants. We will take care of your financial planning and administration, and much more.

Our position as a top 20 firm of accountants means we are big enough to offer all the technical expertise you will need as a valued private client, whilst retaining that ethos of personal care and attention that makes the private client experience at Kingston Smith so different. Through KS International, an association of independent accountancy firms, we can call on tax and investment experts in some 50 different countries worldwide.

How we can help you

Services we can and have offered include:

Tax Compliance & Return Service

Personal Tax Planning

Revenue Enquiries and Tax Investigations

Property Ownership

Cross Border and Offshore Structures

Wealth Management

Family Protection

Retirement Planning

Property Finance

Inheritance Tax Planning

Wills, Trusts and Probate

Philanthropy and Charities advice

Personal Accounting Services

Concierge Services

Family Office

Key contact

Every clients needs are specific and therefore we recommend you call Paul Spindler on 0207 566 4000 to arrange a meeting. Alternatively please email pspindler@kingstonsmith.co.uk .

Financial advice is provided by Kingston Smith Financial Advisers Ltd, an appointed representative of Argentis Financial Management Ltd which is authorised and regulated by the Financial Services Authority (FSA).

The Financial Services Authority does not regulate some forms of buy to lets, commercial mortgages, tax advice, wills, trusts or certain offshore investments.