Kingswood Group

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At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way. We are an integrated wealth management business offering a comprehensive range of financial planning and investment services. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families. We provide a full suite of wealth management services. Your first conversation with one of our advisers is free without any obligation to you. Start the conversation with us by visiting our website.
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Mattioli Woods, Kingswood Group to join forces in $37bn merger - Private Banker International

Mattioli Woods, Kingswood Group to join forces in $37bn merger Private Banker International

Debt-Laden Kingswood Mulls Go-Private Move - WealthBriefing

Debt-Laden Kingswood Mulls Go-Private Move WealthBriefing

Mattioli Woods and Kingswood merge to create £25bn wealth group - Money Marketing

Mattioli Woods and Kingswood merge to create £25bn wealth group Money Marketing

HSQ buys out Kingswood ex-CEO, lifting stake to 89% - Citywire

HSQ buys out Kingswood ex-CEO, lifting stake to 89% Citywire

ETF Lunch Hour: Paul Surguy of Kingswood Group - ETF Stream

ETF Lunch Hour: Paul Surguy of Kingswood Group ETF Stream

Kingswood’s PE backer looks to merge the business as it makes offer - FT Adviser

Kingswood’s PE backer looks to merge the business as it makes offer FT Adviser

IBOSS releases MPS cost and risk profile calculator - Investment Week

IBOSS releases MPS cost and risk profile calculator Investment Week

Mattioli Woods and Kingswood to merge - Professional Adviser

Mattioli Woods and Kingswood to merge Professional Adviser

Mattioli Woods and Kingswood to merge - PA Adviser

Mattioli Woods and Kingswood to merge PA Adviser

Kingswood Group launches ‘impactful’ new name and rebrand - Harborough Mail

Kingswood Group launches ‘impactful’ new name and rebrand Harborough Mail

Mattioli Woods, Kingswood Merge To Form £25 Billion Group - WealthBriefing

Mattioli Woods, Kingswood Merge To Form £25 Billion Group WealthBriefing

Wealth management firms agree merger to create 200-strong national powerhouse - Insider Media Ltd

Wealth management firms agree merger to create 200-strong national powerhouse Insider Media Ltd

Mattioli Woods and Kingswood merger confirmed - Financial Planning Today

Mattioli Woods and Kingswood merger confirmed Financial Planning Today

Kingswood PE backer to buy firm to rescue it from rising debts - FT Adviser

Kingswood PE backer to buy firm to rescue it from rising debts FT Adviser

Mattioli Woods merges with counterpart in ‘transformational’ deal - TheBusinessDesk.com

Mattioli Woods merges with counterpart in ‘transformational’ deal TheBusinessDesk.com

Private equity backer Pollen Street Capital mulls Kingswood takeover - Money Marketing

Private equity backer Pollen Street Capital mulls Kingswood takeover Money Marketing

Kingswood Capital Partners, LLC Announces Closing of $8 - GlobeNewswire

Kingswood Capital Partners, LLC Announces Closing of $8 GlobeNewswire

Kingswood subsidiary MMPI acquires BasePlan adding €130m AuA - Private Banker International

Kingswood subsidiary MMPI acquires BasePlan adding €130m AuA Private Banker International

Mattioli Woods and Kingswood merge to create £25bn company - FT Adviser

Mattioli Woods and Kingswood merge to create £25bn company FT Adviser

Kingswood to acquire Moloney Investments in Ireland - Private Banker International

Kingswood to acquire Moloney Investments in Ireland Private Banker International

Kingswood Capital Partners Closes of $8 Million IPO of Ordinary Shares for its Client WORK Medical Technology Group - citybiz

Kingswood Capital Partners Closes of $8 Million IPO of Ordinary Shares for its Client WORK Medical Technology Group citybiz

Kingswood U.S. Continues Expansion of Successful In-House Investment Banking Group with Appointment of Tony Tian as Senior Managing Director - PR Newswire

Kingswood U.S. Continues Expansion of Successful In-House Investment Banking Group with Appointment of Tony Tian as Senior Managing Director PR Newswire

Kingswood U.S. Assembles Group of Former U.S. Military Leaders to Launch Kingswood Defense Group - PR Newswire

Kingswood U.S. Assembles Group of Former U.S. Military Leaders to Launch Kingswood Defense Group PR Newswire

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members - PR Newswire

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members PR Newswire

Kingswood and Mattioli's PE backer considers merger - Citywire

Kingswood and Mattioli's PE backer considers merger Citywire

Kingswood adviser numbers fall as losses shrink - Professional Adviser

Kingswood adviser numbers fall as losses shrink Professional Adviser

Kingswood in advanced talks to sell entire shareholding - International Adviser

Kingswood in advanced talks to sell entire shareholding International Adviser

Next Gen: Harry Merrison, Kingswood Group - Citywire

Next Gen: Harry Merrison, Kingswood Group Citywire

TheWealthNet - Mattioli Woods and Kingswood merge to form £25bn wealth manager - Pam Insight

TheWealthNet - Mattioli Woods and Kingswood merge to form £25bn wealth manager Pam Insight

Kingswood confirms additional £3m debt facility - Money Marketing

Kingswood confirms additional £3m debt facility Money Marketing

Kingswood secures new debt facility with Pollen Street - Money Marketing

Kingswood secures new debt facility with Pollen Street Money Marketing

Kingswood hires interim CEO as previous head resigns - FT Adviser

Kingswood hires interim CEO as previous head resigns FT Adviser

Kingswood appoints CFO and head of wealth planning - FT Adviser

Kingswood appoints CFO and head of wealth planning FT Adviser

Kingswood and Mattioli Woods set to merge as IFA consolidation continues - The Armchair Trader

Kingswood and Mattioli Woods set to merge as IFA consolidation continues The Armchair Trader

2023 Private Label Hall of Fame: Kristie Nicolosi, The Kingswood Company - Store Brands

2023 Private Label Hall of Fame: Kristie Nicolosi, The Kingswood Company Store Brands

Kingswood acquires Irish financial advisor MMPI in €25.8m deal - Investment Week

Kingswood acquires Irish financial advisor MMPI in €25.8m deal Investment Week

Kingswood completes acquisition of Strategic Asset Managers - Money Marketing

Kingswood completes acquisition of Strategic Asset Managers Money Marketing

Kingswood agrees acquisition of DJ Cooke - Pensions Age

Kingswood agrees acquisition of DJ Cooke Pensions Age

Kingswood appoints new CFO and head of wealth planning - Money Marketing

Kingswood appoints new CFO and head of wealth planning Money Marketing

Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence - Professional Adviser

Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence Professional Adviser

Kingswood buys Harrogate-based Iboss for £16m - FT Adviser

Kingswood buys Harrogate-based Iboss for £16m FT Adviser

Kingswood acquires Cheshire-based adviser in £12m deal - Professional Adviser

Kingswood acquires Cheshire-based adviser in £12m deal Professional Adviser

Kingswood CEO: Consumer duty biggest regulatory challenge right now - Portfolio Adviser

Kingswood CEO: Consumer duty biggest regulatory challenge right now Portfolio Adviser

Kingswood deal mints MMPI millionaires - businessplus.ie

Kingswood deal mints MMPI millionaires businessplus.ie

Kingswood completes acquisition of Dublin-based advice firm - Professional Adviser

Kingswood completes acquisition of Dublin-based advice firm Professional Adviser

Kingswood enters Irish market with £23m majority acquisition - Professional Adviser

Kingswood enters Irish market with £23m majority acquisition Professional Adviser

Mattioli Woods and Kingswood to merge, creating major wealth management group - East Midlands Business Link

Mattioli Woods and Kingswood to merge, creating major wealth management group East Midlands Business Link

Kingswood continues acquisitive growth with £12.4m deal - Business Sale Report

Kingswood continues acquisitive growth with £12.4m deal Business Sale Report

Women in Financial Advice Awards 2023: All the nominations! - Professional Adviser

Women in Financial Advice Awards 2023: All the nominations! Professional Adviser

Kingswood names Lloyds veteran as UK CEO amid board reshuffle - Portfolio Adviser

Kingswood names Lloyds veteran as UK CEO amid board reshuffle Portfolio Adviser

Husband and wife sell Scottish firm in multi-million-pound deal - The Herald

Husband and wife sell Scottish firm in multi-million-pound deal The Herald

Glasgow financial advisor acquired for £5.1 million - insider.co.uk

Glasgow financial advisor acquired for £5.1 million insider.co.uk

Segal family business adjusts to work without formidable founder - Business in Vancouver

Segal family business adjusts to work without formidable founder Business in Vancouver

Jewelry Cleaning Tips Straight from an Expert - nationaljeweler.com

Jewelry Cleaning Tips Straight from an Expert nationaljeweler.com

Irish retirement planning firm BasePlan acquired by British investment manager Kingswood - Business Post

Irish retirement planning firm BasePlan acquired by British investment manager Kingswood Business Post

Support gathers to save Kingswood Golf Course in Dingley Village - Golf Industry Central

Support gathers to save Kingswood Golf Course in Dingley Village Golf Industry Central

Kingswood flood risk: residents - Dandenong Star Journal

Kingswood flood risk: residents Dandenong Star Journal

Melbourne Water backs Kingswood flood controls - Dandenong Star Journal

Melbourne Water backs Kingswood flood controls Dandenong Star Journal

‘Angered’ council leads Kingswood backlash - Dandenong Star Journal

‘Angered’ council leads Kingswood backlash Dandenong Star Journal

Kingswood protestors tee off against housing plan - Dandenong Star Journal

Kingswood protestors tee off against housing plan Dandenong Star Journal

Kingswood 800-lot plan retained - Endeavour Hills Hallam Doveton Star Journal

Kingswood 800-lot plan retained Endeavour Hills Hallam Doveton Star Journal

Kingswood 800-lot plan retained - Dandenong Star Journal

Kingswood 800-lot plan retained Dandenong Star Journal

Builder ran companies despite being bankrupt - Swindon Advertiser

Builder ran companies despite being bankrupt Swindon Advertiser

Kingswood carry on - Times News Group

Kingswood carry on Times News Group

‘Cowboy’ builder’s court costs are cut - Swindon Advertiser

‘Cowboy’ builder’s court costs are cut Swindon Advertiser

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