Business Details
Trusted Financial Advisers in Dorset and Northampton
Kingston PTM has established itself as a trusted provider of integrated financial planning and tax advisory services, operating from offices in Ferndown, Dorset, and Northampton. Our team comprises four fully qualified financial advisers, four taxation specialists, and eight additional support staff, all dedicated to delivering comprehensive solutions tailored to individual client needs. We combine expertise in personal tax compliance, inheritance tax, capital gains tax, and estate planning with independent financial advice, including retirement strategies, investment management, and life assurance.Our approach prioritises client-centric service, thoroughness, and integrity, ensuring clients receive transparent, bespoke guidance aligned with their long-term financial goals. With decades of collective experience, we pride ourselves on simplifying complex financial and tax matters while maintaining a commitment to diligence and ethical standards. Our reputation for excellence has been built through consistent client satisfaction and referrals from professional partners, including law firms and accountancy practices.
Services
Personal Tax Management
Financial Planning
Estate Planning
Investment Advice
Tax Compliance
Highlights and features
- We offer fully integrated tax planning and financial advice services under one roof.
- Our team includes four qualified financial advisers and four taxation specialists.
- We provide a free initial consultation to discuss your specific needs.
- We prioritise client-centred service with a focus on transparency and integrity.
- We serve both private individuals and professional firms with tailored solutions.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Personal Tax Management
Our Personal Tax Management service provides expert handling of income tax, capital gains tax, and inheritance tax requirements. We support private individuals, companies, and trustees with accurate tax return preparation and repayment claims. Our advisers ensure compliance while optimising tax efficiency through strategic planning tailored to your unique circumstances.
Financial Planning
We offer comprehensive financial planning covering retirement strategies, investment management, and life assurance. Our qualified advisers create customised plans to protect your assets, maximise growth potential, and ensure financial security. Services include pre- and post-retirement planning, savings optimisation, and risk management solutions aligned with your long-term objectives.
Estate Planning
Our estate planning specialists help clients structure their assets to minimise inheritance tax liabilities while fulfilling their wishes. We provide trust creation, will drafting, and succession planning services. By combining tax expertise with financial strategy, we ensure smooth wealth transfer to beneficiaries while maintaining compliance with current legislation.
Investment Advice
We deliver independent investment advice tailored to your risk profile and financial goals. Our services cover portfolio creation, asset allocation, and performance monitoring. We explain investment options clearly, ensuring you understand associated risks and potential returns while aligning strategies with your tax planning requirements.
Professional Consultancy
Kingston Consultancy provides expert tax and financial guidance to professional firms, including law practices and accountancy services. Our directors collaborate with solicitors and accountants to deliver bespoke solutions for complex cases. We maintain professional confidentiality while ensuring coordinated advice that complements our partners' client relationships.
People
Gary Starmer
Director
Gary Starmer co-leads Kingston Consultancy, providing expert tax and financial advice to professional firms. With extensive experience in complex case resolution, he develops tailored solutions while maintaining strict professional confidentiality and collaboration with partner advisers.
Vikki Barringer
Director
Vikki Barringer directs Kingston Consultancy's professional services, specialising in complex financial and tax planning for legal and accounting clients. She combines technical expertise with client-focused communication, ensuring solutions align with both adviser and client requirements through collaborative working.
Graham Bennett
Director
Graham Bennett contributes his expertise in tax and financial planning to Kingston Consultancy's professional services. He works closely with law firms and accountancy practices to deliver bespoke solutions, prioritising client needs while maintaining professional adviser relationships and compliance standards.
Questions
What services does Kingston PTM offer?
We provide integrated financial planning and tax advisory services, including personal tax compliance, estate planning, investment advice, retirement strategies, and professional consultancy for law and accountancy firms.
Do you offer a free initial consultation?
Yes, we offer a free one-hour initial consultation to discuss your financial or tax requirements with no obligation, allowing you to explore potential solutions before committing to further services.
Which areas do you serve?
Our Dorset office serves clients in Ferndown, Bournemouth, and surrounding areas. Our Northampton office supports clients across the East Midlands region, with nationwide services available through remote consultations.
Are your advisers qualified?
Yes, our team includes four fully qualified financial advisers and four taxation specialists, all regulated by the Financial Conduct Authority, ensuring professional standards and compliance with industry regulations.
How do you handle complex tax cases?
Our directors specialise in complex tax matters through Kingston Consultancy, working directly with professional advisers to create bespoke solutions for business owners, beneficiaries, and individuals with intricate financial situations.
