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About Kingdom Investments

Company Profile

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Kingdom Investments is a trading style of Kingdom Investments Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA Number: 587620. Registered Office: 5 Castle Court, South Castle Drive, Carnegie Campus, Dunfermline, Fife KY11 8PB

Kingdom Investments is one of the most innovative financial services companies in Scotland. The provision of well founded and professional advice, linked to an imaginative approach on the whole subject of investment, tax and financial planning lies at the centre of the companies objectives.

In addition to building up a large private client bank, principally by personal recommendation, we are also retained by many companies, solicitors and accountants to provide advice for themselves and their employees and clients.

Our Service Aims

It is our aim that through analysis of your financial circumstances we will provide you with the best solution to meet your needs. In addition we pride ourselves in the on-going service that we offer our clients to ensure that their planning takes account of changes in their circumstances.

How We Operate

We provide a complete financial planning service that incorporates a detailed analysis of you and/or your companies’ requirements. Then taking into account any existing arrangements that you have, we provide a detailed report recommending an appropriate course of action for you to meet your objectives. The report is explained to you in detail, and left with you to consider. If you decided to adopt the recommendation of the report we will then assist you with the appropriate paperwork and liaise with the product provider on your behalf throughout the term of your plan.

Remuneration

It is our policy to work on a commission basis, where we are remunerated directly by the provider of the products that we recommend for you, or on a fee basis.

In order to give you confidence in our advice all commissions will be disclosed to you in full at the time of our report. Kingdom Investments are independent and a mixture of both commission and fees can be arranged as this is your option as the client.

 

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