Business Details
Your Trusted Partner for Financial Planning Solutions
At Jch Investment Management, we are committed to making financial advice accessible to all, empowering clients to protect and grow their wealth through tailored solutions. Our client-centric approach places individual needs at the core of our service, combining comprehensive financial planning with expert investment management. With a dedicated team of advisers and investment managers, we deliver holistic wealth management across key areas including protection, retirement planning, tax efficiency, and intergenerational wealth transfer. Our in-house investment team ensures bespoke portfolio creation, leveraging active management and cost-effective strategies to align with personal goals. Recognised for our 4.8-star rating on VouchedFor, we prioritise transparency, offering obligation-free initial consultations and a free Financial Health Check tool to guide clients towards informed decisions.Through seamless collaboration between wealth planners and investment specialists, we provide a unified service that adapts to evolving client needs, supported by digital tools like our Jch Investment Management Go app for real-time portfolio tracking. Our mission remains steadfast: to build long-term relationships grounded in trust, expertise, and a commitment to helping clients achieve financial confidence.
Services
Financial Planning
Investment Management
Pension Planning
Tax Planning
ESG Portfolios
Wealth Protection
Corporate Solutions
AIM Portfolio Service
Highlights and features
- We prioritise client needs with a personalised, holistic approach to wealth management.
- Our in-house investment team delivers bespoke portfolio solutions tailored to individual goals.
- Obligation-free initial consultations ensure transparent, no-pressure financial guidance.
- 4.8-star rating on VouchedFor reflects our commitment to exceptional client service.
- Integrated digital tools like Jch Investment Management Go provide real-time portfolio visibility and communication.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Tailored advice
Confident financial future
No hidden fees
Expert investment management
Services
Financial Planning
Our financial planning service creates customised strategies to align your financial goals with actionable steps. We assess income, assets, and objectives to develop comprehensive plans covering retirement, tax efficiency, and wealth transfer. With ongoing reviews, we ensure your plan evolves alongside life changes, providing clarity and confidence in your financial future.
Investment Management
We offer active investment management tailored to risk profiles and financial goals. Our in-house team constructs diversified portfolios using cost-effective assets, focusing on tax efficiency and long-term growth. Clients benefit from regular portfolio reviews, market insights, and access to specialist solutions like ESG and AIM portfolios for inheritance tax planning.
Pension Planning
Our pension planning service optimises retirement savings through strategic contributions, tax relief utilisation, and fund selection. We advise on workplace pensions, self-invested personal pensions (SIPPs), and drawdown options, ensuring a secure and sustainable income in retirement while minimising tax liabilities.
Tax Planning
We identify legal tax reduction opportunities through strategic planning, including tax-efficient investments, income structuring, and inheritance tax mitigation. Our AIM portfolio service offers specific solutions for tax-efficient wealth transfer, ensuring compliance while maximising post-tax returns.
ESG Portfolios
Our ESG portfolios integrate environmental, social, and governance factors into investment decisions. Designed for clients seeking ethical alignment, these portfolios maintain financial performance while supporting sustainable practices, with transparent reporting on ESG impact and portfolio composition.
People
Paul Surguy
Head of Investment Management
Paul leads our investment team with over 20 years of experience in portfolio management and financial markets, ensuring strategic oversight of client portfolios and investment strategies.
Peter Hearn
Senior Investment Manager
Peter manages client portfolios with expertise in asset allocation and risk management, leveraging deep market knowledge to optimise investment outcomes for high-net-worth individuals.
Oliver Mulry
Senior Investment Manager
Oliver specialises in bespoke portfolio construction, focusing on tax-efficient solutions and client-specific investment objectives, with a track record in delivering consistent returns.
Harry Merrison
Investment Manager
Harry provides dedicated investment management, combining analytical rigour with client-focused service to align portfolios with evolving financial goals and market conditions.
Jamie Clark
Investment Manager
Jamie oversees portfolio strategy and client engagement, applying expertise in market trends and investment research to enhance long-term wealth growth for clients.
Questions
What services does Kingswood offer?
We provide financial planning, investment management, pension and tax planning, ESG portfolios, and corporate solutions, all tailored to individual client needs.
How do you work with existing financial planners?
We collaborate with external wealth planners to ensure a holistic approach, maintaining open communication and aligning strategies with your overall financial plan.
Can I access my portfolio online?
Yes, our Kingswood Go app allows secure real-time portfolio tracking, messaging with advisers, and access to investment updates from any device.
What is the AIM Portfolio Service?
Our AIM service offers tax-efficient investments in UK small-cap stocks, designed for inheritance tax planning while participating in growth opportunities.
How often will I meet my Investment Manager?
Regular contact is maintained through scheduled reviews and ad-hoc meetings, with portfolio adjustments made proactively to reflect market changes and personal circumstances.
Do you offer a free initial consultation?
Yes, we provide an obligation-free, no-cost initial consultation to discuss your goals and determine how we can best support your financial journey.
