At Kingsway Financial Planning, our journey has been one of dedication, growth, and unwavering commitment to helping businesses, individuals and families achieve their financial dreams.

Our founder, Paul Jones, established Kingsway Financial Planning with a vision to offer tailored financial advice that puts clients first. From the beginning, Paul has worked tirelessly to build a Practice that prioritises understanding each client’s unique goals and challenges, creating strategies that truly align with their aspirations.

In 2014, with his successful Independent Financial Advisory (IFA) Practice, Paul was honoured to be invited to join St. James's Place as an Appointed Representative, a prestigious recognition of his expertise and commitment to excellence in wealth management. 

As we mark our 10th anniversary year, we are thrilled to announce our rebrand to Kingsway Financial Planning. This exciting milestone reflects the growth and evolution of our Practice, as well as our continued commitment to providing first-class advice and service. A business built on a foundation of trust, expertise and personalised service, we’re here to help you make confident decisions about your financial future. Looking ahead, we are excited about the opportunities to further expand our portfolio, serve even more clients, and continue to help businesses, individuals and families in South Wales and beyond achieve their financial goals.

Thank you for visiting our page, and we look forward to helping you achieve your financial aspirations.