Home Business Kingswood appoints Jessica McGuigan as Chartered Wealth Planner
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Kingswood appoints Jessica McGuigan as Chartered Wealth Planner

by uma


  • She joins from Schroders Personal Wealth and will advise clients on a wide range of financial planning areas
  • Appointment follows series of acquisitions by Kingswood across the UK

Kingswood Holdings Limited (AIM: KWG), the international, fully integrated wealth and investment management group, today announces the appointment of Jessica McGuigan as Chartered Wealth Planner, based at the firm’s Abingdon office.

In her new role, Jessica will utilise her expertise to advise clients on a wide range of financial planning areas, with a particular specialism in providing bespoke solutions to pre and post retirement planning, savings and investment, estate planning and specialist investments and tax planning, enabling them to identify and prioritise their long-term financial goals.

Jessica has over seven years’ experience in the financial services industry, having most recently been Personal Wealth Adviser at Schroders Personal Wealth. Prior to this, she held a number of positions at Critchleys Financial Planning, including paraplanner and financial planner. She holds the level 6 Advanced Diploma in Financial Planning, as well as the Certificate in Discretionary Investment Management and Long Term Care qualification.

The appointment follows a series of advisory firm acquisitions in the UK, including so far this year acquiring Vincent & Co Ltd in Lincolnshire; Allotts Financial Services Limited, in Rotherham; D.J. Cooke (Life & Pensions) Limited in, South Yorkshire; Joseph R Lamb Independent Financial Advisers in Essex and Aim Independent Limited in Hampshire. The firm also acquired Metnor, the holding company for IBOSS Asset Management Limited and Novus Financial Services Limited, late last year.

Hayley Burton, Managing Director, Head Of Wealth Planning, Midlands and South , said: “Jessica has had an impressive career to date, rising quickly through the ranks and consistently outperforming set goals in her client facing advisory roles. We are delighted to welcome someone of Jessica’s calibre to our highly capable and diverse advisory team to support our strategy.

Despite industry efforts, we see that there is still a lack of women in wealth and financial roles. At Kingswood, we are actively working towards closing this gap and are aiming to grow our team of female advisers from 15 to 25 percent by the end of the year.”

Commenting on her appointment, Jessica McGuigan, said: “I’m very excited to be joining such a vibrant and ambitious firm. I believe Kingswood has the potential to continue on this growth path, whilst fortifying its strong client proposition and I look forward to being part of the journey.”

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