Secure Your Later-Life Finances
At Kingswood Law, we ensure your financial strategies are as efficient as possible, offering the expert advice you need to succeed.
Make your money work hard!
Will you have enough income to live comfortably when you stop work? Find out here.
Get solid financial advice
The science of Modern Portfolio Theory isn’t new. It’s been working for over 50 years. Let us show you how you can benefit.
Pension Healthcheck
Do you take little more than a passing interest in your pensions from one year to the next? Then this is for you.
Welcome to Kingswood Law
Who we are
Our expertise
Principles of our work
Who we are
We are a team of experienced financial experts committed to helping you achieve your financial goals. Whether you’re preparing for retirement, managing your investments, or navigating tax and accounting matters, our goal is to provide clear, actionable advice that empowers you to make informed decisions.
We understand that every individual and business is unique, which is why we take a personalised approach to ensure your financial strategies align with your future aspirations. At Kingswood Law, we’re here to support you every step of the way, helping you create the financial foundation that leads to long-term success and peace of mind.
Our expertise
At Kingswood Law, we provide expert financial advice and solutions to help individuals and businesses achieve their goals and secure their financial future.
Principles of our work
Kevin Whelan
IFA
Kevin Whelan brings over 35 years of leadership at Kingswood Law and the WealthBuilders movement to engineer multi-stream, pension-driven wealth strategies for discerning clients.
Contact nowWhy Choose Us
Our specialisation
Preparing to stop work
At Kingswood Law, we help ensure your finances are ready for the next chapter of your life, whether that’s retirement or a new venture.
Pension Healthcheck
At Kingswood Law, we offer a comprehensive pension healthcheck to ensure your retirement savings are on track. Our experts assess your pension to make sure it’s aligned with your future needs, helping you avoid any financial surprises.
Accounting & Tax Advisory
At Kingswood Law, we ensure your financial strategies are as efficient as possible, offering the expert advice you need to succeed.
Investment & Stock Exchange
At Kingswood Law, we ensure your investment strategies are as efficient as possible, offering the expert advice you need to succeed.
SASS Pensions
At Kingswood Law, we help you optimise your pension strategy, offering expert advice on Small Self-Administered Schemes (SASS) to ensure a secure retirement.
Recent news & events
Property Joint Ventures
Oct. 11-15, 2024 / Zoom
View details
SSAS Pensions - Getting Started
Nov. 18, 2024 / London
View details
Enterprise Club - online Selling
Dec. 14-16, 2024 / Zoom
View details