Kingswood Go 4+

Kingswood Go is an all-in-one digital finance app, provided by Kingswood Group and powered by moneyinfo. Kingswood Go puts you front and centre in achieving your financial goals and dreams, giving you a complete picture of your financial life, at the comfort of your fingertips.

Kingswood Go is your digital financial filing cabinet. All your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork and accessible at your own convenience.

Kingswood Go places you at the centre of your financial landscape to ensure secured transactions are managed effortlessly,within the palm of your hand.

Through Kingswood Go it is easy to keep in touch with your adviser and the Kingswood team via the secure messaging function.

Kingswood Go can help you with:

• From a single investment to an extensive investment portfolio; Kingswood Go makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

• Alongside your adviser Kingswood Go can help you make better financial decisions

• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

• Sign documents in the app on the go, via Docusign

Kingswood Go gives you the opportunity to have all of your financial information in one place. Not only providing you with peace of mind, but if something were to happen to you it gives you security to know that all of your financial information would be accessible to your partner or dependants.

Kingswood Go makes understanding and keeping track of your money both easy and safe.

The Kingswood Go app is available to clients of Kingswood Group If you don't already have access to your own Kingswood account, contact the team at info@kingswood-group.com.


© 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns.

Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Oak House, Hirzel Street, St Peter Port, Guernsey GY1 3RH.