Our Services 2018-04-21T22:12:56+00:00

Our services

Kingston Funds prides itself in creating relationships that enable a lifetime of smart decision-making for our clients. Which is why we spend so much time making sure the small things are delivered correctly and on time.

We offer in-depth financial planning to help you understand where you stand today and what actions, if any, you may need to take to achieve your long-term goals. Our experienced Relationship Managers can help you make informed decisions about spending and saving, insurance and estate planning, taxes and philanthropy.

At Kinston Funds, we believe that a clear understanding of your goals and current situation is critical to creating an bespoke financial plan. So we ask questions, listen carefully, and work hard to develop that understanding. Perhaps, for instance, you hope to maintain a retirement standard of living that is consistent with your pre-retirement lifestyle. We take that knowledge and use it to run detailed long-term projections assessing possible scenarios, offering options. Together we build something that can help you plan for a smooth glide path in the face of fluctuating market conditions.

We believe that thoughtful and individualized financial planning is so integral to wealth management that we routinely do not charge a separate fee for our planning services. We will continue to assist you with planning throughout your long-term relationship with us.

All our relationship managers are highly qualified and are supported by analysts who have a deep understanding of the mechanics that move the markets.

Contact us today

Call Kingston Funds on 020 7183 3648 to find out how we can assist you in achieving your financial goals.