Ferndown near Bournemouth Office

Independent Financial Advice

Independent Financial Advice

Taking financial advice can be one of the most important things you consider doing. It can help protect you and your family from whatever life has in store, save you money and hopefully increase the value of your assets.
Find out more

 

Personal Tax Management

Personal Tax Management

Professional, efficient and experienced Tax Advisers, providing a friendly and supportive service to our clients, who are made up of Private Individuals, Companies, Trustees etc.
Read More

 

Free Initial Consultation

Free Initial Consultation

Get a free 1 hour initial consultation with our friendly staff.
Book Consultation

 

Personality

Kingston SolutionsPeople say that in order to be successful a company needs personality. 

So what is our personality? 

  • Friendly - We are totally client centred,are always professional but also treat you as individuals and conduct our relationship with you accordingly.   
  • Thoroughness – We take into account all aspects of your situation, your needs and aims and your personal views in order to put together the right proposals for you bearing in mind taxation and investment consequences. We listen carefully to what you want. 
  • Understanding – We help our clients in the decision making process. We understand that this can be daunting and sometimes confusing and we try to make everything as straightforward as possible. We will produce uncomplicated plans and proposals based on your needs in order that you, as our client, are confident of the strategy so that you can make the right decisions for yourself. 
  • Diligent – Collating all the details needed to provide an ‘all encompassing’ service by crossing the ‘t’s’ and dotting the ‘i’s’. We work towards your goals as quickly and efficiently as possible and leave nothing to ‘chance’. Subject to agreement with you, we will take into account your tax situation and review arrangements put in to place to help ensure that they are still as applicable to you in the future as they were when they were initially set up.
  • Integrity – We make sure that the best interests of our clients is at the forefront of everything we do.

This is a personality that the company is very proud of.
We always aim to give our clients the best service possible.

Regulated

Kingston PTM Ltd is authorised and regulated by the Financial Conduct Authority (FCA). We are entered on the Financial Services Register No 209429 at www.fca.org.uk
The FCA does not regulate Will Writing, Taxation and Trust Advice, deposit accounts, National Savings products and Accountancy Services.
The advice and/ or guidance contained within this site are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK only.
VAT Reg No: 936052235