Kingswood Law IFA Limited

What Kingswood Law IFA Limited does

Kingswood Law IFA Limited is a UK-regulated independent financial advisory firm headquartered in East Grinstead, West Sussex, operating as a private limited company (Company Number 5842249) under FCA authorisation (FCA Number 453814). The firm employs 12 people and is led by IFA Kevin Whelan, who brings over 35 years of leadership experience. Its service portfolio comprises six core advisory offerings: retirement planning ("Preparing to stop work"), portfolio construction grounded in Modern Portfolio Theory ("Get solid financial advice"), Pension Healthchecks, SSAS Pensions for business owners and directors, Investment & Stock Exchange advisory, and Accounting & Tax Advisory. There is no proprietary technology platform, mobile app, or AI/ML capability disclosed.

The firm targets two customer segments: individuals preparing for retirement or seeking investment and pension advice (primary), and small-to-medium businesses requiring accounting, tax, and pension scheme support. It runs a sales-led go-to-market anchored on a free initial consultation, with acquisition channels including direct phone outreach, website consultation booking, monthly newsletter, blog content marketing, and a programme of educational events and webinars. Revenue is generated through fee-based professional services, billed monthly with flexible pricing tailored to client budgets; specific fee tiers are not publicly disclosed. Operating geography is the United Kingdom only, with no disclosed international expansion.

Kingswood Law IFA appears to be a stable, founder/owner-operated advisory practice with no external investors, no M&A activity, no parent company, and no disclosed funding rounds. The firm holds no disclosed patents, partnerships, or third-party alliances, and relies on principal-level credibility (Kevin Whelan) and FCA-regulated status as its core commercial differentiators.

Name

Kingswood Law IFA Limited

Legal name

Kingswood Law IFA Ltd

Website

https://kingswoodlawifa.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Kingswood Law IFA Limited is a UK FCA-authorised independent financial advisory firm in East Grinstead employing 12 people, offering retirement planning, pension healthchecks, SSAS pensions, investment advice, and tax advisory services to individuals and small-to-medium businesses across the United Kingdom.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Financial advisory services
• Retirement planning
• Pension advisory
• Investment management
• Tax advisory

Headquarters

HQ city

East Grinstead

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-based financial advisory services including retirement planning, pension management, investment advisory, and tax accounting services. Revenue derived from consulting fees and likely ongoing advisory retainers for clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Kingswood Law IFA Limited is a UK-based FCA-authorised independent financial adviser that provides personalised retirement planning, pension management, investment advisory, and tax/accounting services to individuals and small-to-medium businesses. The firm offers six core services: Preparing to stop work, Get solid financial advice, Pension Healthcheck, SSAS Pensions, Investment & Stock Exchange advisory, and Accounting & Tax Advisory, with both DIY and fully-managed engagement options.

Product overview

Kingswood Law IFA Ltd is a financial advisory firm offering a portfolio of six core advisory services focused on retirement planning, wealth management, and financial security. The services include Preparing to stop work (retirement planning), Get solid financial advice (portfolio management), Pension Healthcheck (pension assessment), SSAS Pensions (self-administered pension schemes), Investment & Stock Exchange (investment advisory), and Accounting & Tax Advisory. The firm operates as a unified advisory service rather than a software product platform, providing personalised financial strategies tailored to individual and business needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Preparing to stop work

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• True Potential: UK wealth management and technology-driven platform serving individuals with investment, pension, and retirement planning via a partner-adviser model. Closest comparable to Kingswood on target customer (UK individuals) and retirement/pension focus, though more tech-enabled and larger.

Broad incumbents

• Charles Stanley: UK wealth manager providing discretionary investment management, financial planning, and retirement/pension services. Direct overlap with Kingswood in retirement planning, pension advice, and portfolio management for individuals, though at broader scale.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and tax/trust advisory services to individuals, families, and charities. Overlaps with Kingswood on bespoke retirement and investment planning for H2A clients, but operates at materially greater scale.
• Brewin Dolphin: UK wealth manager offering investment management, financial planning, and pension advice to private clients and intermediaries. Similar service mix to Kingswood (investment, pension, tax) but with a regional office footprint and significantly larger AUM.
• Tilney Smith & Williamson (now Evelyn Partners): UK wealth management and professional services firm offering investment management, financial planning, tax, and accounting advisory. Highly comparable to Kingswood on the integrated advice-plus-accounting model, but with national scale and institutional client coverage.
• St. James's Place: One of the UK's largest wealth management groups with a national network of partnered IFAs offering retirement planning, investment, and tax advisory services to individuals and businesses. Comparable to Kingswood in core service categories but vastly larger in scale and brand recognition.
• Hargreaves Lansdown: UK direct-to-consumer investment platform offering ISAs, pensions, funds, and shares to retail investors. Overlaps with Kingswood on investment and pension advisory for individuals, but operates a self-directed/DIY platform model rather than personalised advice.
• Quilter: UK wealth manager with a national network of financial advisers offering retirement, investment, and protection advice. Comparable to Kingswood on core retirement and pension services while operating at materially greater scale via platform and adviser network.
• AJ Bell: UK investment platform providing SIPPs, ISAs, and dealing services to retail investors and advisers. Comparable to Kingswood on pension (SIPP) and investment services for individuals, but predominantly a platform rather than a personalised advice-led practice.

Emerging players

• Wealthify: UK digital wealth manager offering low-cost investment and pension portfolios to retail customers. Represents the robo-advisor competitive threat to traditional IFAs like Kingswood, particularly in the entry-level and DIY segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/kingswood-law-ifa-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Kingswood Law IFA Limited