jch: kingswood investment management

General Information

Company Name

Founded Year

2007

Location (Offices)

Lincoln, United Kingdom +1

Founders / Decision Makers

Number of Employees

Industries

Finance, Financial Services, Wealth Management

Funding Stage

Social Media

jch: kingswood investment management - Company Profile

jch: kingswood investment management is a United Kingdom based company specializing in Finance, Financial Services, and Wealth Management. Established in 2007, the company positions itself as the Personal Chief Financial Officer for High Net Worth, Corporate, Trust, and Charity Clients, offering services for wealth protection, enhancement, transfer, investment management, and charitable giving. With a focus on providing comprehensive financial planning and wealth management, jch: kingswood investment management caters to a diverse clientele, demonstrating a commitment to addressing the financial needs of various entities.

Taxonomy: investment management, financial planning, tax planning, retirement planning, estate planning, wealth protection, inheritance tax, cash management, charitable giving, high net worth, corporate finance, trust management, pension schemes, succession planning