Kingswood buys Glasgow adviser for £5.1m

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Glasgow-based financial adviser Strategic Asset Managers Limited (SAM) for £5.1m.

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Kingswood buys Lincs Chartered Planner for £3.5m 

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m. 

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Kingswood set for 8 more acquisitions despite pre-tax loss

Fast growing Financial Planning group Kingswood is planning eight more adviser firm acquisitions in the UK and Ireland this year after unveiling strong revenue growth.

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David Lawrence: I am laser-focused on building Kingswood

 

Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.

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