Kingswood Chartered Accountants

Kingswood has been advising SMEs, business owners and management teams on acquisitions, buy-outs, listings, new issues and fund raising for over 20 years. No two deals are the same. Our experience and commercialism however allows us to apply the same jargon-free, hands-on approach to each of our engagements. Whether we’re working with shareholders, management teams or entrepreneurs, we are refreshingly commercial and fast acting. All of our engagements are partner-led. Our team comprises a small number of highly experienced investment bankers, accountants and entrepreneurs; a highly complimentary skills set with a wide range of sector and transaction experience.

If you're looking to grow, revitalize, reorganize, or offload your business, we possess the necessary expertise, track record, and financial resources to facilitate your goals. With extensive boardroom acumen and access to a vast array of industry connections, we're equipped to bolster your expansion efforts, fortify current leadership teams as needed, and execute transactions aimed at optimizing shareholder value. We forge collaborative partnerships with our portfolio companies, collaborating closely with management to realize shared shareholder objectives.

We help SMEs and growth businesses shape and prepare for growth, leveraging our own in house experience and that of our extensive network of industry contacts. Typically, this involves our taking a hands-on, ongoing role in supporting shareholders and management in: Developing long-term strategic plans Refining business plans and company presentations Advising on corporate structuring and management incentives Support in managing the business’s working capital requirements Developing internal systems and operational processes Our Partners undertake multiple Non-Executive and Finance Director-type roles, and are also happy to represent investors at Board level, as required.

Our team of expert advisers come from a wide range of disciplines, allowing us to build a bespoke offering tailored to your exact needs. Whether our work simply involves preparing your tax return or statutory accounts, through to providing a fully-outsourced bespoke payroll department, quality of service and an ability to think outside the box are the hallmarks of our unique service. In each instance we strive to develop a thorough understanding of our clients’ businesses. For many, we are involved in every stage of the business cycle, allowing us to plan for the future and to anticipate the effects of business decisions, great and small.

We begin our audit process with an initial assessment to gain a comprehensive understanding of your business, enabling us to work seamlessly alongside your daily operations. These evaluations also provide an opportunity, where suitable, to offer guidance on enhancing the efficiency and effectiveness of your operations. Additionally, we strive to contribute to the enhancement and refinement of your accounting systems.

We advise on both personal and corporate tax affairs, with a view to maximising tax efficiency in every situation and avoiding penalties for non-compliance. Kingswood offers a comprehensive range of tax compliance and tax planning services and can, where relevant, draw upon a substantial network of overseas contacts in those cases where overseas facilities are required. We provide specialist advice in the more complex areas of value added tax (VAT) and national insurance (NI) – services of increasing importance and of ever-increasing complexity. Kingswood also provides a wide range of personal financial services and advice on trusts, wills and other inheritance tax planning matters. The firm’s services cover both corporate and personal taxation in the UK and overseas.

In 1998 set up Kingswood Investment Partners (“KIP”) as an independent, FCA regulated, private equity investor. KIP also acts as General Partner to a substantial private investment fund, Kingswood Property Finance Limited Partnership (“KPFLP”).

Formed in 2004, KPFLP has undertaken a range of long-term investments and financial transactions including: participating in real estate investments; private equity investments incorporating equity and loan capital to the SME sector; subscribing for equity warrants and options; dealing in financial assets; trading in listed equities, fixed income and currencies.

In August 2017 KPFLP became the largest shareholder in Kingswood Holdings Limited, the AIM listed wealth manager. Appointed as a non-executive director and, in 2019, assumed the role of Deputy Chairman.

A member of the Corporate Finance Faculty of the ICAEW, holding the prestigious Corporate Finance Diploma entitling the use of the designation “CF”.

In 2010 was admitted as a Member o

Rick is focused on providing an extremely high quality of service to our ever-growing portfolio of clients. He has a fast-growing client base operating across a broad range of industries but specialises in the property, technology and financial services sectors. Rick’s primary focus is on understanding his clients’ needs and overall objectives, whether short term or long term. He enjoys working closely and collaboratively with clients to help them navigate tax issues, facilitate expansion or prepare for exit. At Kingswood we are all geared to helping our clients succeed.

Richard leads Kingswood’s Corporate Finance business and advises investors and management teams on a wide range of transactional matters such as acquisitions, management buy-outs, debt refinancing, capital raising and sale preparations. Richard is hugely passionate about business and enjoys working with clients to develop successful and pragmatic solutions. The breadth of knowledge Kingswood offers is truly market leading and we are proud of our ability to develop tailored and bespoke advice across both corporate finance and compliance for our clients.