About Us

Kingston PTM Ltd now has two offices, one in Northampton and the other in Ferndown, Dorset. The company has four fully qualified financial advisers, four taxation advisers and eight other full and part time workers.

We are able to provide a full Financial Planning and Taxation service to all of our clients. This includes Personal Protection, Pre and Post Retirement Planning Advice, Savings and Investments on the Financial Planning side, together with completion of Tax Returns and Repayment Claims, Estate Planning and Trust work on the taxation side. The two sides of the business complement each other.

If you wish to contact us about any matters relating to your financial or taxation affairs, we would be pleased to hear from you.

Up to one hour of a first meeting during which your concerns can be discussed, is absolutely free. Any costs going forward would be agreed with you in full before any further and more detailed work is undertaken.

Call us today:

Northampton Office

01604 636345

Ferndown Office

01202 861534

PERSONALITY

People say that in order to be successful a company needs personality.

So what is our personality?

Friendly – We are totally client centred,are always professional but also treat you as individuals and conduct our relationship with you accordingly.

Thoroughness – We take into account all aspects of your situation, your needs and aims and your personal views in order to put together the right proposals for you bearing in mind taxation and investment consequences. We listen carefully to what you want.

Understanding – We help our clients in the decision making process. We understand that this can be daunting and sometimes confusing and we try to make everything as straightforward as possible. We will produce uncomplicated plans and proposals based on your needs in order that you, as our client, are confident of the strategy so that you can make the right decisions for yourself.

Diligent – Collating all the details needed to provide an ‘all encompassing’ service by crossing the ‘t’s’ and dotting the ‘i’s’. We work towards your goals as quickly and efficiently as possible and leave nothing to ‘chance’. Subject to agreement with you, we will take into account your tax situation and review arrangements put in to place to help ensure that they are still as applicable to you in the future as they were when they were initially set up.

Integrity – We make sure that the best interests of our clients is at the forefront of everything we do.

This is a personality that the company is very proud of.
We always aim to give our clients the best service possible.

Call us today:

Northampton Office

Ferndown Office

PERSONALITY

So what is our personality?

Local sponsorship

Northampton Office

Ferndown Office