Private Clients

At Kingsbridge Wealth Management, we understand that every clients circumstances are unique, and we pride ourselves on working closely with you to meet your specific financial requirements. Whether you are still working and planning for your retirement, in your retirement, or even starting a family, we will help you structure your investments in the most appropriate way.

We start by getting to know your situation, challenges, concerns, objectives and aspirations. We will then use our knowledge, experience and independent status to help build a plan and financial strategy just for you. Once the plan is implemented, we can review this against your ongoing objectives. Above all, our experience and expertise in financial planning will help take the worry away. The breadth and depth of our advisory services is extensive but covers areas such as:


  • Planning for retirement
  • Choices at retirement (drawdown/annuity/flexi-access)
  • Pension choices when changing jobs
  • Final salary pensions
  • Children’s stakeholder pensions
  • Self-invested pensions (SIPPs/SSAS)


  • ISA investments
  • Structuring to mitigate IHT
  • School fees planning
  • Bonds (onshore & offshore)
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trust (VCT)


  • Cover for:
  • Life
  • Mortgages
  • Critcal illness
  • Family cover
  • Income protection

What Clients Say

Trust, knowledge, experience and independence.