Business Details
Expert Financial & Tax Advisory Services in Dorset & Northampton
Welcome to Kingston PTM, a trusted provider of independent financial advice and tax planning services with offices in Ferndown, Dorset, and Northampton. Our team comprises four qualified financial advisers, four taxation specialists, and eight support staff dedicated to delivering comprehensive solutions tailored to individual client needs. We specialise in integrating tax planning with financial advice, offering a unique one-stop approach to personal protection, retirement planning, investments, and estate management. With decades of combined experience, we prioritise client-centric service, thoroughness, and integrity in all our operations.Our process begins with a free initial consultation to understand client goals, followed by transparent proposals and ongoing support to ensure strategies remain aligned with evolving circumstances. We serve private individuals, companies, and trustees, maintaining a commitment to professionalism and regulatory compliance under the Financial Conduct Authority. Our reputation for excellence has been built through referrals and partnerships with law firms, accountancy practices, and professional advisers who trust our expertise in complex cases.
Services
Personal Tax
Estate Planning
Investment Advice
Retirement Planning
Inheritance Tax
Capital Gains Tax
Trusts and Estates
Life Assurance
Highlights and features
- We offer decades of combined experience in financial and tax advisory services.
- Our fully integrated tax planning and financial advice service is unique.
- Free initial consultation to understand your specific financial needs.
- Four qualified financial advisers and four taxation specialists on staff.
- Client-centred approach with transparent, long-term strategy development.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Personal Tax
Our Personal Tax service provides expert management of income tax, capital gains tax, and inheritance tax obligations. We assist private individuals, companies, and trustees with tax returns, repayment claims, and strategic planning. Our advisers ensure compliance while optimising tax efficiency through tailored solutions aligned with individual circumstances and regulatory changes.
Estate Planning
Estate Planning focuses on preserving wealth for future generations through trusts, wills, and inheritance tax mitigation. We analyse client assets, family structures, and long-term goals to create bespoke strategies. Our approach balances legal compliance with practical considerations, ensuring smooth asset transitions while minimising tax liabilities for beneficiaries.
Financial Advice
Financial Advice covers retirement planning, investment strategies, and life assurance solutions. We assess risk profiles, financial objectives, and market conditions to develop diversified portfolios. Our qualified advisers prioritise transparency, offering ongoing reviews to adapt plans to changing personal circumstances or economic environments for sustained growth.
Consultancy
The Consultancy division supports professional advisers like solicitors and accountants with complex client cases. Directors Gary Starmer, Vikki Barringer, and Graham Bennett provide specialist tax and financial planning insights. We collaborate directly with referral partners, maintaining confidentiality while delivering joined-up solutions for business owners, divorcees, and beneficiaries.
Free Consultation
Free Consultation offers a no-obligation first meeting to discuss financial or tax concerns. Lasting up to one hour, this session identifies client needs and outlines potential strategies. We explain our process, fees, and service scope, ensuring informed decisions before proceeding with detailed advisory work tailored to individual requirements.
People
Gary Starmer
Director
Gary Starmer co-leads Kingston PTM's consultancy division, specialising in complex tax and financial planning for professional clients. With extensive industry experience, he collaborates with law firms and accountants to deliver bespoke solutions while maintaining client confidentiality.
Vikki Barringer
Director
Vikki Barringer directs Kingston PTM's advisory services, focusing on retirement planning and investment strategies. She works closely with professional partners to address client needs through transparent, long-term financial solutions aligned with regulatory standards and individual goals.
Graham Bennett
Director
Graham Bennett provides expert consultancy for Kingston PTM, handling intricate tax cases and estate planning matters. His expertise supports professional advisers in delivering comprehensive strategies for clients ranging from business owners to beneficiaries.
Questions
What services does Kingston PTM offer?
We provide integrated financial planning, tax advisory services, estate planning, investment advice, and consultancy for professional advisers across Dorset and Northampton.
Is the initial consultation free?
Yes, we offer a free first meeting lasting up to one hour to discuss your financial or tax requirements without obligation.
Are your advisers qualified?
Our team includes four qualified financial advisers and four taxation specialists with decades of combined industry experience.
Do you work with other professionals?
Yes, we collaborate with solicitors, accountants, and professional advisers to deliver tailored solutions for their clients' complex needs.
How are fees structured?
Costs are agreed in advance following the free consultation, ensuring transparency before any detailed work commences on your case.
