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You have to know that the advice and support you are receiving is coming from the right place. This means taking steps to work with accredited companies like Kingsmarque Wealth Management, who can help set you on the right path to financial freedom.
We realise how much money matters in the modern world, and that is why you need to be making shrewd and sensible financial decisions. So, Kingsmarque’s Independent Financial Adviser is here to support and advise you as much as possible and help you to make these important decisions.
Services
Investments
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While there’s no such thing as a 100% sure investment, from wealth of experience we can give you the benefit of our expertise to help you to identify the kinds of investments that work for you, bridging the gap between real estate and capital markets for a diverse and well-rounded investment portfolio.
Pensions
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If you want to know more about any of our independent financial services, please don’t hesitate to contact us.
The purpose of financial and investment advice is to help the client to grow their wealth and ensure a prosperous future for themselves and their families.
We advise on ways to invest which will not only help to grow our clients’ wealth but will also be socially and ethically responsible.
Mortgages
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Our vast network makes us perfectly placed to recommend a huge array of mortgage products which are directly matched to the needs and goals of our clients. Let us take the hard work out of researching and applying for mortgages which can be time consuming and frustrating as well as damaging your credit rating.
Equity release
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Being able to release equity may give you quick access to the liquidity you need. You can choose a lump sum payment or a staggered release of funds in instalments or a combination of both.
We’re fully qualified to advice on Equity Release and here to help you navigate this process quickly and successfully.
Green investment
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We live in an age where we can no longer turn a blind eye to the damage that our industrial, commercial and consumption practices have on the planet we all share. We are on the cusp of doing irreparable damage to our planet. But as more and more people have become alerted to the growing climate crisis, the more enterprising minds have turned to leveraging cutting edge technologies to address the environmental issues we face and help us to live more sustainably.
Green investing or eco investing is the practice of investing in technologies which either have a strong focus on sustainability or environmental stewardship in their day-to-day operations or investing in companies which are directly responsible for addressing the environmental crisis with bespoke tech and /or lifestyle solutions.
Kingsmarques’s Financial Adviser with vast amount of knowledge in this area can help you to decide which green companies are best suited to your personal goal and values for investments which are ethical and equitable.
Green investing or eco investing is the practice of investing in technologies which either have a strong focus on sustainability or environmental stewardship in their day-to-day operations or investing in companies which are directly responsible for addressing the environmental crisis with bespoke tech and /or lifestyle solutions.
Kingsmarques’s Financial Adviser with vast amount of knowledge in this area can help you to decide which green companies are best suited to your personal goal and values for investments which are ethical and equitable.
Reviews (7)
Abdul Hamid
Aug 18, 2024
Nawaz H.
Aug 06, 2024
James H.
Aug 10, 2023
John Coleman
Jun 29, 2023
David
Oct 30, 2021
I approached Kingsmarque to try and transfer a small DB pot into my SIPP. Whilst the fund that I was recommended was logical & has a proven track record it wasnt what I wanted
I had explained that I was a DIY investor and didnt want another investment platform and was exlicit who I was investing with
What I was offered was neither what I had asked for and was an option of one ie no choice of fund
Asad hid behind 'read the agreement' (who reads pages & pages of T&Cs?) whereas my ultimate dismay was that he knew he couldnt offer me what I wanted yet still took my fees without being explicit that he couldn't achieve my goals
I understand DB transfers are highly (overly) regulated and IFAs have to comply with very strict guidelines but unfortunately the laws dont cover for poor listening skills or selective hearing
I'm happy with the fund I have been recommended but very disappointed with the advice (or lack of) at the start of the process.
I had explained that I was a DIY investor and didnt want another investment platform and was exlicit who I was investing with
What I was offered was neither what I had asked for and was an option of one ie no choice of fund
Asad hid behind 'read the agreement' (who reads pages & pages of T&Cs?) whereas my ultimate dismay was that he knew he couldnt offer me what I wanted yet still took my fees without being explicit that he couldn't achieve my goals
I understand DB transfers are highly (overly) regulated and IFAs have to comply with very strict guidelines but unfortunately the laws dont cover for poor listening skills or selective hearing
I'm happy with the fund I have been recommended but very disappointed with the advice (or lack of) at the start of the process.
NJ
Mar 18, 2021
Leo T.
Jun 10, 2020