Working at King Street Wealth Management

Welcome to King Street Wealth Management.

King Street Wealth Management specialise in providing highly bespoke, face to face, financial advice and investment management services to private individuals, families, trustees and businesses.

Our collective experience includes corporate finance, private banking, financial planning, investment management, stock broking and trading.

We believe this combined experience provides us with a unique view of the financial services industry and means we are excellently positioned to provide you with the best possible service outcomes, planning outcomes and investment outcomes through our expert advisor team.

Financial Planning & Investment Management

At King Street Wealth Management, we are one of an elite group of financial planning businesses to hold discretionary investment management permissions in the UK.

Our Integrated Approach

Most individuals will be provided with either a financial planning service only OR an investment management service only, or they may work with 2 businesses – one for each service.

At King Street Wealth Management ourclientswill be provided with a bespoke financial planning service, which is backed up by expertly researched and timely executed discretionary investment management. We call this our integrated approach. By providing an integrated approach we provide a better service and reduce the cost to you of investment. These saved fees are reinvested in your portfolios, which over time leads to better results.

Financial Planning

We work with our clients to build a plan incorporating all the things you want to be, do and have during your lifetime, putting you firmly at the centre of everything we do. We will analyse your current situation and future ambitions to create a personalised cashflow model.

Ourclientsplan will provide you with peace of mind, enabling you to plan financially for the things you want to do, in the knowledge you will always be financially secure.

Ourclients, will be regularly reviewed and will evolve with you as your circumstances evolve ensuring you continue on the right path to achieve your objectives.

This plan is then backed by a deeply researched and effective discretionary investment management service.