Kingswood Consultants Ltd has been acquired by Wren Sterling

Kingswood Consultants Ltd has been acquired by the Wren Sterling Group. Kingswood Consultants Ltd was owned by Mike Daniels, a highly experienced Financial Planner, operating from an office in Bicester. As part of the transaction, Mike will benefit from support from our nearby Oxford office.

All clients of Kingswood Consultants Ltd have been informed of the transaction and the office remains open with contact details unchanged.

Wren Sterling is excited to welcome Kingswood Consultants Ltd’s clients to Wren Sterling and we are looking forward to working together in the future.

Meet the Team
Mike Daniels

Mike enjoys over 40 years financial planning experience and widely regarded as one of the grandfathers of ethical investment in the UK. He is a registered pensions transfer specialist and holds the following titles and qualifications:

Certified Financial Planner (CFP)
Chartered Wealth Manager
Chartered Member of the CISI (Chartered MCSI)
Member of the Personal Finance Society by Diploma (DipPFS)
CII Financial Planning Certificate (FPC)
CII Advanced Financial Planning Certificate (APFC)


Office Phone: 01869 252545

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