The UK Investor Magazine was delighted to be joined by David Lawrence, CEO of AIM-Listed Wealth Manager Kingswood Group (LON:KWG).
Kingswood Group have made a number of acquisitions in the past twelve months as the company seeks to expand in the UK Wealth Management and Financial Advice sector. More recently, Kingswood have made an exciting acquisition in the United States as they set out to target a new market that has regulatory and cultural similarities.
We discuss with David the landscape for financial advice in the UK and highlight some of the problems Kingswood see as opportunities for further growth. In particular, we touch on the digitalisation of wealth management of the financial advice gap that still exists here in the UK.