Business Details
Your Trusted Partner for Financial Planning Solutions
At Stirling Trust Profesional, we believe everyone should have access to financial advice and be able to protect and grow their wealth. Our client-centric approach places your needs at the core of our service, offering tailored financial planning and investment management solutions. With a dedicated team of financial advisers and investment managers, we combine expertise with a commitment to building long-term relationships that evolve alongside your personal and family goals. Our services span protection, retirement planning, tax efficiency, wealth transfer, and corporate solutions, supported by innovative tools like our Financial Health Check.Regulated by the Financial Conduct Authority, we prioritise transparency, trust, and delivering value through both our discretionary investment services and collaborative planning processes. Our mission is to empower clients with the confidence to achieve their financial objectives through personalised guidance and active portfolio management.
Services
Financial Planning
Investment Management
Pensions & Retirement
Mortgages
Tax Planning
Wealth Transfer
ESG Portfolios
Corporate Solutions
Highlights and features
- We provide client-centric financial planning tailored to your unique goals.
- Our in-house investment team offers active portfolio management with ESG options.
- Free Financial Health Check tool to map your financial future in minutes.
- Regulated by the Financial Conduct Authority for transparency and trust.
- Multi-award-winning advisers with expertise in tax-efficient and retirement planning.
Associations and certifications
- Financial Conduct Authority
- Financial Sector Conduct Authority
What people say
Exceptional service
Trusted advisers
Confident recommendations
Financial goals achieved
Services
Financial Planning
Our financial planning service creates tailored strategies to protect and grow your wealth. We analyse your financial situation, goals, and risk tolerance to develop comprehensive plans covering retirement, tax efficiency, and inheritance. With ongoing support, we ensure your plan evolves alongside life changes, providing confidence in achieving long-term objectives through structured, evidence-based approaches.
Investment Management
Stirling Trust Profesional's discretionary investment management offers bespoke portfolio solutions. Our in-house team actively manages assets across equities, bonds, and ESG-focused options, prioritising tax efficiency and liquidity. Clients receive regular portfolio reviews and market updates, with the flexibility to integrate AIM portfolios or corporate solutions. This service caters to higher-net-worth individuals seeking tailored investment strategies aligned with personal objectives.
ESG Portfolios
Our ESG portfolios integrate environmental, social, and governance factors into investment decisions. Designed for clients prioritising ethical considerations, these portfolios maintain financial performance while aligning with personal values. The service includes regular impact reporting and access to sustainable market opportunities, combining responsible investing with active risk management to deliver competitive returns without compromising principles.
People
Paul Surguy
Head of Investment Management
Paul leads our investment team with over 20 years' experience in portfolio strategy and market analysis. He specialises in creating tax-efficient solutions while maintaining strong risk-adjusted returns for clients across diverse economic cycles.
Peter Hearn
Senior Investment Manager
Peter manages high-net-worth portfolios with expertise in equity research and asset allocation. He focuses on delivering long-term growth through active management while ensuring alignment with individual client risk profiles and financial objectives.
Questions
What financial services does Kingswood offer?
We provide financial planning, investment management, pensions advice, tax planning, ESG portfolios, and corporate solutions tailored to individual and institutional clients.
How can I access Kingswood's investment services?
Contact us via phone, email, or our website to arrange a free consultation with a dedicated adviser who will assess your requirements and recommend suitable options.
Do you offer ESG investment options?
Yes, our ESG portfolios integrate sustainability factors while maintaining competitive returns, allowing clients to align investments with personal values without compromising performance.
What is the Financial Health Check?
This free online tool provides a 20-minute assessment of your financial position, generating a personalised report with actionable recommendations to improve wealth management strategies.
