Kingston Independent Financial Advisers

Welcome to Kingston PTM, where we pride ourselves on providing clear, concise advice for all your financial and taxation requirements. With decades of experience between our friendly teams based in Dorset and Northampton, we offer you genuine independent financial advice along with a transparent tax service all under one roof. We are one of the very few companies who provide a fully integrated tax planning and financial advice service, meaning that you have a comprehensive and parallel approach to all aspects of your finances, all from just one company.

Our Services

We offer a wide range of services including personal tax, capital gain tax, inheritance tax, income tax, trusts and estates, financial advice, estate planning, investments, investment services, and fees, life and sickness assurance, planning for retirement, and trusts and estates consultancy. Whether you are looking to plan your financial future, manage your current finances, or need advice on a specific tax matter, we are here to help.

Meet Our Teams

Our teams are dedicated to providing you with the best possible service. With extensive knowledge and experience in their respective fields, they are equipped to address all your financial and taxation needs. From the initial consultation to the final implementation of your plan, you will be working closely with our teams to ensure that your goals are met.

Get Your Free Consultation

We understand that seeking financial advice can be daunting. That's why we offer a free consultation to discuss your needs and let you know how we can help you. This is an opportunity for you to ask questions, get to know us, and decide if we are the right fit for you.

Contact Us

If you have any questions or would like to schedule a consultation, please feel free to reach out to us. We have offices in Ferndown and Northampton, and our teams are always available to assist you.