March 4th, 2019 Press Release

Kingswood broadens client services through affiliate advisory platforms

New offering includes personal taxation, SME and corporate finance services

Kingswood Holdings Ltd (‘Kingswood’), the AIM listed integrated wealth management group, today announces that it has broadened its offering with a range of new, value-add client services through its affiliates Kingswood LLP, a long established and experienced Chartered Accountancy practice; Kingswood Corporate Finance Limited, a Corporate Finance advisory platform, authorised and regulated by the Financial Conduct Authority (“FCA”), that provides advice to individuals, family offices and ambitious entrepreneurs in the small and medium-sized businesses (‘SME’) sector; and Kingswood Property Finance Limited Partnership (“KPFLP”) a private investment partnership which provides equity and loan capital to the SME sector.

Gary Wilder, Group CEO at Kingswood, said:

“Kingswood is putting into place its ambitious plans to be a global wealth and investment management platform serving mass-affluent and private clients with a full suite of services and products designed to protect their wealth and provide sustainable and growing returns”.

The new offering includes the provision of personal taxation compliance services incorporating the preparation of annual tax returns, tax planning and advisory support.

Kingswood will now also be able to offer a range of services for SMEs including the provision of accounting and annual tax compliance as well as corporate finance offerings (e.g. advisory, working capital funding, debt & equity financing structuring and broad-based debt sourcing). Through its affiliate advisory platform, Kingswood can also provide corporate finance support including large transaction advisory services, fair value assessments and independent accountant’s reports.

Patrick Goulding, CEO of Kingswood’s operating platforms, commented:

“We are pleased to be able to offer these additional value-added services to our expanding client base, highlighting the breadth and depth of our offerings. By further adding to and integrating our brand, Kingswood is developing a strong competitive advantage enabling us to drive growth initiatives under a common brand. The firm has ambitious plans to be a globally recognised wealth and investment management firm and we believe we are well on our way to achieving these goals”.

Kingswood, which has more than 4,500 active clients and assets under management of £1.9bn, is focused on becoming a leader in the UK wealth and investment management market by building a listed brand that is recognised internationally. Last month, the firm announced the appointments of Richard Jeffrey as Chairman of the Investment Committee and Richard Klein as Head of Alternatives and Distribution.

Kingswood has been very active in the acquisitions market. The firm purchased East Yorkshire IFA firm Marchant McKechnie in October 2018 and Thomas & Co Financial Services in Oxford earlier this month. The acquisitions broaden Kingswood’s UK footprint, adding to its existing office network in London, Manchester, Cheltenham, Maidstone and Worcester. The firm continues to pursue additional accretive investments across the UK and internationally with a pipeline in excess of £100 million under evaluation.

Howard Moss, Managing Partner of Kingswood LLP and a director of Kingswood Corporate Finance Limited,commented:

“We are excited to expand our relationship with the Kingswood Group and look forward to continuing to partner with clients to provide the very highest level of service”.

Kingswood LLP and Kingswood Corporate Finance Limited have recently celebrated their 25thanniversary providing support, guidance and planning to entrepreneurial individuals and SME’s. Located in Clerkenwell, London and utilising leading professional technology they are able to serve their client base across the country with a personalised and tailored service (