*A Private Investor is a recipient of the information who meets all of the conditions set out below, the recipient:
Obtains access to the information in a personal capacity;
Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services;
Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body;
Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so;
Uses the information solely in relation to the management of their personal funds and not as a trader to the public or for the investment of corporate funds;
Does not distribute, republish or otherwise provide any information or derived works to any third party in any manner or use or process information or derived works for any commercial purposes.
At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We put our clients at the forefront of our business, providing financial advice, managing investments, and combining wealth planning with investment management. Kingswood brings all your wealth management services all in one place and we are with you every step of the way.
Registrars:
Key Personnel
Non-Executive Director:
Lindsay Villon McMurray, Gary Wilder, Duncan Gerard
Non-Executive Chairman:
David Hudd
Non-Executive Deputy Chairman:
Jonathan Massing
Independent Non-Executive Director:
Gemma Godfrey, Jonathan Freeman, Jane Millar
Interim CEO:
Peter Coleman
Contact Details
Address:
Mont Crevelt House, Bulwer Avenue, St. Sampson, Guernsey, United Kingdom