Business Details
5 Years
experience
Your Trusted Financial Partner in London
At Strategic Asset Managers, we are committed to transforming the way individuals and families approach financial planning. With a client-centric philosophy, we provide tailored financial advice and investment management services designed to help clients protect and grow their wealth. Our team of experienced financial advisers and investment managers work collaboratively to deliver comprehensive solutions, including retirement planning, tax efficiency strategies, and intergenerational wealth transfer.Established with a mission to democratise access to high-quality financial advice, we combine cutting-edge technology with personal service to ensure clients receive both expertise and a deeply personalised experience. Our regulatory compliance and transparent approach underscore our commitment to trust and long-term client relationships.
Services
Financial Planning
Investment Management
Pension Planning
Tax Planning
Mortgage Advice
ESG Portfolios
Corporate Solutions
Wealth Transfer
Cash Management
AIM Portfolio Service
Details
- Year established: 2021
Highlights and features
- We provide client-centric financial planning tailored to individual goals.
- Our investment managers combine expertise with a personalised approach.
- We offer comprehensive services spanning pensions, tax planning, and ESG portfolios.
- Regulated by the Financial Conduct Authority for compliance and trust.
- 4.8-star rated by clients for exceptional service quality.
Associations and certifications
- Financial Conduct Authority
- Financial Sector Conduct Authority
What people say
Exceptional service
Confident financial decisions
Tailored solutions
Holistic approach
Expert guidance
Services
Financial Planning
Our financial planning service creates customised strategies to help clients achieve long-term goals. We assess income, assets, and aspirations to design actionable plans covering retirement, tax efficiency, and wealth transfer. With ongoing reviews, we ensure clients stay on track to meet evolving financial objectives.
Investment Management
We offer discretionary investment management tailored to risk profiles and financial goals. Our in-house team constructs diversified portfolios using global assets, focusing on tax efficiency and long-term growth. Clients benefit from active monitoring and adjustments aligned with market changes and personal circumstances.
ESG Portfolios
Our ESG portfolios integrate environmental, social, and governance factors into investment decisions. Designed for clients prioritising ethical considerations, these portfolios balance financial returns with positive societal impact. We provide transparent reporting on ESG metrics and performance.
Mortgage Advice
We provide expert mortgage advice to help clients secure competitive home loans. Our advisers assess affordability, lending criteria, and market options to recommend suitable mortgage products. We support clients through the application process and refinancing strategies.
Corporate Solutions
Our corporate solutions cater to businesses seeking pension schemes, cash management, and investment strategies. We design tailored financial frameworks to enhance employee benefits and company financial health, combining compliance expertise with strategic planning.
People
Paul Surguy
Head of Investment Management
Paul leads our investment team with over 20 years of experience in portfolio management and financial markets. He specialises in creating strategies that balance risk and return for client portfolios.
Peter Hearn
Senior Investment Manager
Peter manages high-net-worth client portfolios, focusing on tax-efficient investments and long-term growth. His expertise includes asset allocation and market analysis to optimise returns.
Questions
What services does Kingswood offer?
We provide financial planning, investment management, pension advice, tax planning, ESG portfolios, mortgage guidance, and corporate financial solutions tailored to client needs.
How does Kingswood personalise financial advice?
We conduct detailed consultations to understand individual goals, risk tolerance, and financial circumstances, creating bespoke strategies aligned with each client's unique situation.
Can I access my investments online?
Yes, our Kingswood Go app allows clients to view portfolios, communicate with advisers, and track financial progress securely from any device.
Are there fees for the initial consultation?
No, our first meeting is obligation-free and designed to explore your financial goals without any upfront cost.
How is Kingswood regulated?
We are regulated by the Financial Conduct Authority in the UK and the Financial Sector Conduct Authority in South Africa for compliance and client protection.
