Kingswood hires new 'wealth planning' boss
- Tuesday, 05 March 2024
- Articles
Bryan Parkinson, head of Financial Planning at Punter Southall Aspire, has been appointed managing director, head of wealth planning at Kingswood.
Read more...Kingswood secures £8m loan facility
- Friday, 16 February 2024
- Articles
Pollen Street Capital, the private equity owner of wealth manager and Financial Planner Kingswood, has greenlighted a new £8m unsecured debt facility for the business.
Read more...Kingswood buys £111m AUM Irish Financial Planner
- Tuesday, 06 February 2024
- Articles
Fast-growing Financial Planner and wealth manager Kingswood Group has completed the acquisition of Dublin retirement planning advice firm BasePlan through its Irish subsidiary Moloney Investment.
Read more...Kingswood completes Sterling Trust acquisition
- Monday, 09 October 2023
- Articles
Fast-growing Financial Planner and wealth manager Kingswood Group has completed its acquisition of Sterling Trust Financial Consulting after making the final deferred consideration payment of £1.775m.
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