
As members of the Mattioli Woods Team, we pride ourselves on giving individualised bespoke solutions for your financial planning. It goes beyond just managing money. Wealth management is a personalised service where we work with you to plan, grow and protect your wealth for the future. It includes everything from investment advice and retirement planning to tax strategies and estate planning.
Services we offer are:
We are always open to an informal chat to see how we can help.
Contact Dawn Patrick or Stephen Seward at the Hessle Office.
Dawn's E-mail: dawn.patrick@kingswood-group.com
Stephen's Email: stephen.seward@kingswood-group.com