Kingswood, the AIM listed integrated wealth management group, has added to its services. The new offering includes personal taxation, SME and corporate finance services.
Gary Wilder, Group CEO at Kingswood, said: “Kingswood is putting into place its ambitious plans to be a global wealth and investment management platform serving mass-affluent and private clients with a full suite of services and products designed to protect their wealth and provide sustainable and growing returns.”
Kingswood will now also be able to offer a range of services for SMEs including the provision of accounting and annual tax compliance as well as corporate finance offerings. Through its affiliate advisory platform, Kingswood can also provide corporate finance support including large transaction advisory services, fair value assessments and independent accountant’s reports.
Patrick Goulding, CEO of Kingswood’s operating platforms, added: “We are pleased to be able to offer these additional value-added services to our expanding client base, highlighting the breadth and depth of our offerings. By further adding to and integrating our brand, Kingswood is developing a strong competitive advantage enabling us to drive growth initiatives under a common brand. The firm has ambitious plans to be a globally recognised wealth and investment management firm and we believe we are well on our way to achieving these goals.”
Kingswood has more than 4,500 active clients and assets under management of £1.9bn.