Kingswood Taxation & Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Kevin Kingswood, Non-Advising Director

Kevin is the founding director of Kingswood Taxation & Wealth Management Ltd. Prior to setting up the company, Kevin was an Independent Financial Adviser with a career spanning more than 25 years.

Victoria Merrix BA (Hons), FPFS, Chartered Financial Planner

Victoria achieved Chartered Financial Planner status in July 2011, a significant milestone within the financial services qualification process. Victoria has been a key part of the Kingswood Taxation & Wealth Management team for over 10 years, working with both private and corporate clients.

Outside of work, Victoria enjoys spending time with her husband and two children, as well as walking, reading and foreign travel.

Daniel Gladwin, Financial Adviser

Daniel graduated from Sheffield Hallam University in June 2010 with a upper second class degree in Accounting and Financial Management.

Having worked in various accounting roles for 2 years Daniel eventually found his home in Financial Services and Joined Kingswood Taxation & Wealth Management in June 2012. In May 2014 Daniel achieved his diploma qualification.

Having been employed as the company’s Operations Manager, overseeing the day to day running of the practice and providing analytical and administrative support to the advisers, Daniel's knowledge and experience has been an invaluable tool in helping Kingswood Taxation & Wealth Management deliver the high standard of service our clients demand.

Daniel has always been eager to make a difference to our clients and as such became a Financial Adviser in October 2018. As a company we feel that Daniel's 6 years of experience, knowledge and relationship with our clients will enable him to deliver the outstanding service our clients expect.

Outside of work Daniel enjoys helping his partner, Rebecca, produce her dressage horses, as well as keeping fit and socialising with friends and family.

Tel: 01623 723600
Mobile: 07983 546582
Click to Email
Click for LinkedIn Profile

Agija Vizbule, Administrations Manager

Agija joined Kingswood Taxation & Wealth Management in October 2014 and heads up the administration team and provide back-office support for the advisers.

Agija previously worked as a Client Service Representative for 3 years and has a proven track record in providing clients with an excellent level of service. Agija previously studied at Vision West Nottinghamshire College where she achieved a Diploma in Administration. Agija has also achieved a NVQ Level 2 in Business Administration.

Outside of work Agija enjoys cooking, reading, going to the gym, swimming and travelling.