JFP Financial Services

Name

JFP Financial Services

Legal name

Kingswood Group

Website

https://jfpfinancialservices.co.uk

Company type

Private

Operating status

Acquired

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Financial advisory services
• Wealth planning services
• Corporate tax planning
• Pension planning advisory
• Business financing solutions

Headquarters

HQ city

Chester

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

JFP Financial Services provides personalized financial advice, corporate tax planning, business financing, pension planning, and insurance services to individual and business clients in the United Kingdom. The firm operates within the FCA-regulated Kingswood/Mattioli Woods wealth planning and investment management group, which offers integrated wealth planning, investment management (including Treasury Solutions and Private Client - Bespoke services), and asset management (via IBOSS), supported by a client portal and mobile app.

Product overview

Kingswood Group operates as a financial services firm with multiple trading names offering wealth planning and investment management services. The core offerings include KW Wealth Planning Limited and KW Investment Management Limited (operating as Mattioli Woods Treasury Solutions and Mattioli Woods Private Client - Bespoke), along with IBOSS Asset Management Limited. The company also provides a client portal and mobile app (Kingswood Go, now rebranded as Mattioli Woods Go) for client access. Following the acquisition by Mattioli Woods Group, all services are being transitioned to the parent company's platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advice Personalized financial advice for individual clients covering budgeting, savings, investment selection, and long-term financial planning. Offered to individuals and families seeking holistic financial guidance.
• Corporate Tax Planning Corporate tax planning advisory service for businesses, including tax-efficient structuring, compliance support, and HMRC interaction guidance. Targeted at UK business clients.
• Business Financing Business financing advisory service assisting clients with arranging commercial credit, loans, and other financing structures for SMEs and corporate clients.
• Pension Planning Pension planning advisory service supporting individuals in structuring defined contribution, defined benefit, and workplace pension arrangements to meet retirement goals.
• Insurance Advisory Insurance advisory service assisting individuals and businesses with selecting appropriate life, protection, and commercial insurance products.
• Wealth Planning Services (KW Wealth Planning Limited) FCA-regulated wealth planning service (Firm Reference Number: 114694) for clients seeking integrated financial planning, retirement, and investment advice within the Kingswood ecosystem.
• Investment Management - Private Client Bespoke (KW Investment Management Limited) FCA-regulated bespoke investment management service (Firm Reference Number: 506600) for private clients seeking tailored discretionary portfolio management under the Mattioli Woods Private Client - Bespoke trading name.
• Treasury Solutions (KW Investment Management Limited) Treasury management and cash investment solutions for corporate and individual clients, provided under the Mattioli Woods Treasury Solutions trading name within the Kingswood/Mattioli Woods group.
• IBOSS Asset Management FCA-authorised asset management service (Firm Reference Number: 697866) operated by IBOSS Asset Management Limited from Harrogate, providing portfolio management solutions to clients in the Kingswood/Mattioli Woods group.

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Mattioli Woods GroupflagshipStrategic or Co-development PartnerKingswood Group has fully joined and become part of the Mattioli Woods Group. Kingswood is now a wholly-owned subsidiary of Mattioli Woods Limited. The integration combines Kingswood's wealth planning capabilities with Mattioli Woods' broader financial services platform. Kingswood Go has been rebranded as Mattioli Woods Go.

Broad incumbents

• Rathbones Group: UK wealth manager offering discretionary investment management and financial planning to private clients, trusts, and intermediaries. Comparable investment advisory and financial planning positioning, though at substantially larger AUM.
• Quilter: UK wealth management group operating an adviser platform together with directly-sold wealth, retirement, and protection products. Comparable in serving UK retail advice and wealth clients, though at larger scale and through a broader platform model.
• Tilney (now Mazars Wealth Management): UK wealth manager (now part of Mazars) offering investment management and financial planning to private clients across the UK. Comparable UK private client wealth advisory offering, though at materially greater scale.
• Investec Wealth & Investment: UK private wealth manager (formerly Brewin Dolphin) offering discretionary investment management and financial planning for HNW individuals and families. Comparable UK wealth advisory positioning, though at materially larger scale.
• Evelyn Partners: UK group offering wealth management, accountancy, tax, and advisory services to private clients and businesses. Comparable multi-service UK wealth and tax advisory model, though at significantly greater scale and headcount.
• Sanlam UK (incorporating Equilibrium and Hughes Insurance): UK wealth and advice group offering financial planning, investment management, retirement, and protection services to retail and HNW clients. Comparable multi-line UK wealth advisory positioning, though larger in scale and breadth.
• abrdn (UK wealth business): Global investment company with a significant UK wealth management arm serving retail clients through advised and direct channels. Comparable UK retail wealth and advice positioning, though much broader in scope and larger in AUM.
• St. James's Place: UK's largest wealth management group, operating through a national network of partner advisers delivering wealth planning, investment, pension, and protection advice to retail clients. Comparable UK financial advice and wealth planning model but at materially greater scale.

Emerging players

• Openwork: UK financial advice network supporting a large national community of partner advisers providing wealth, pension, and protection advice. Comparable as a UK-focused financial advice provider, though operating via a partnership/network model rather than direct advisory.

Direct peers

• Foster Denovo: UK financial advisory group offering financial planning, wealth management, protection, and corporate services to individuals and SMEs. Most directly comparable peer given similar size, multi-line UK advisory offering, and overlap across tax, pensions, and protection advice.

Market position

Strengths4 records

Weaknesses4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/jfp-financial-services-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JFP Financial Services