Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Designed to enable you to save enough money so you can live comfortably in retirement.
Mortgages are one of the largest single transactions in most people’s lives.
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
“Kingdom Investments are responsive and reliable. They provide clear, understandable advice and take time to ensure that the client appreciates the pros and cons of any investment. In turbulent times their strategic approach has been reassuring and helped to maximise returns.”
Darrel – Swansea
“Several years ago, when I was casting around to find an adviser, Kingdom Investments were recommended to me. I’m glad as I’ve found my adviser personable and genuinely interested in helping us manage our pension/finances. I am confident their advice is sound; they are transparent about fees and I particularly like the way they always respond very promptly to emails.”
Alastair – Central Scotland
“As a first-time buyer I recently used Kingdom Investments. They provided an excellent service, kept me up-to-date with the best offers which was particularly helpful considering the ever-changing landscape of lockdown. I would highly recommend Kingdom Investments to prospective clients.”
Russell – Central Scotland
Want to know more?
To find out more or to arrange a meeting with us, please call
01383 620314, or email firstname.lastname@example.org