An Associate Partner Practice of St. James's Place Wealth Management

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Rebecca Kingwell

BSc (Hons), DipFA
I offer a comprehensive financial planning service, working with clients over the long-term to help them build and shape a dynamic financial plan totally tailored to their circumstances, needs and aspirations. It is my aim that all clients should feel more in control of their finances than ever before, and enjoy the satisfaction that sound financial planning brings.

About

Providing expert, holistic financial advice to individuals.

I believe that everyone can benefit from high-quality, bespoke, financial advice and am confident that we can add value in all areas of financial planning.

I am a fully qualified financial adviser. With a degree in Economics and more than 10 years experience working in the City, I bring to my wealth management business a strong understanding of financial markets. I have chosen to join St. James's Place Wealth Management, a firm who I believe is the very best in the industry. Their culture, integrity, professionalism and client-first approach all resonate with my own business model and this enables me to deliver the very best financial advice service.

I seek to build long-term relationships with all of my clients, working with them over time to develop and strengthen their financial plans covering wealth preservation and creation, investment planning, tax efficiency, trust and estate planning, retirement and Wills*. I am passionate about delivering holistic, dynamic and bespoke financial planning to individuals.

I pride myself on being approachable and having the ability to discuss and explain financial strategy in a language which clients understand. It is my aim that you should feel in control of your finances and very much at the centre of what I do.

*The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and trusts are not regulated by the Financial Conduct Authority.
Rebecca Kingwell

Montague Court, 21-25 London Road, Newbury, Berkshire, RG14 1JL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Rebecca Kingwell
Rebecca Kingwell Financial Planner
0330 053 6797