Families

As with private individuals, families have their own unique set of circumstances and challenges. They will therefore also have their own financial objectives, whether it is:

  • Estate planning and succession planning
  • Assisting with the cost of elderly parents
  • Advising children/grandchildren on pension options in their first job
  • Putting life cover in place for their first mortgage

Our aim is to build long-term relationships with our clients and their families to deliver the best financial outcomes.

For some, the peace of mind that comes from knowing loved ones would not face any unnecessary additional strain in a crisis can be just as important as a tax-efficient return on capital.

What Clients Say

Your service has been faultless and I have enjoyed dealing with you – as someone who could make the complex comprehensible

Kingsbridge Wealth Management ‘lifted the fog’ on the maze of pension options I had. They really know their subject and my family and I are comforted by the fact they are on hand to help and guide us on our pensions and investments in the years to come

I have been hugely impressed by the breadth of capability in financial planning demonstrated by Kingsbridge, but also the focus on attention to detail and customer care. It’s rare in today’s competitive market that one firm is able to deliver on all of these aspects

Delivering the best financial outcomes for families.