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About

Implicit trust, perfectly professional and astutely informed

as it should be...

We are fully certified professionals who have an enviable record of working with regular people and everyday businesses on how best we can protect hard-earned assets that will serve to benefit those who need it.

Where it all started

Our business was established 17 years ago as a specialist Estate Planning advisory firm that protected people, their families and their business.

Well-over a decade later, our dedicated team is led by Paul Winterflood, an expert Estate Planner with an eye for maximising potential and developing trust.

We offer advice to our clients that is best suited to their needs. Our service removes the myth that only the super-wealthy can afford the most comprehensive estate planning. Our valued clients range from those with a modest estate to those with complex arrangements.

We are not solicitors who can offer wills or finance professionals looking to add a string to a crowded bow. We are specialists, we are trusted advisers and we are ethical professionals who take the long-term view over the short-term gain.

Our Process

Each client is taken through a process that suits their requirements and aims to identify all areas of estate planning. Our flexible home visit approach removes the need for you to attend a stuffy office. We can even offer evenings or a weekend visit to suit you.

Our aim is to ensure all facets of an estate is properly protected and correctly accounted for.

We implement plans that are efficient and lend themselves to the most complex of family dynamics.

Allow us to pave a path to your family’s bright future. After all, it’s you who has earned it.

Mission

Our mission is to protect you, your family and your capital assets such as the family home from the threat of care costs, Inheritance Tax, marriage after death, divorce and other issues that compromise your hard-earned estate assets.

Values

We are people with families. We are people who work hard, strive to do our best and provide for those we love. That is why we are fiercely passionate about helping our clients to protect the ones they love. We spend a lifetime trying to make a living that best serves our family. Why allow it to be threatened by intrusive legislation that can be eased with robust measures and pragmatic planning. Ultimately, we want to do our best for our families, and we want to help you do the same. Here are our five values we adhere to whilst helping our clients protect the assets they have worked so hard for.

Personable

We are friendly professionals working with real people. We always wear a smile and the kettle is always on, never the clock.

Transparent

We are upfront and clear about how we go about our business and earn our money. There is never deceptive fine print; we work for you and with you, nothing else.

Trustworthy

As your trusted advisers, we deal with highly sensitive and confidential information. We never breach your trust and our integrity and your best interests come before anything else.

Vibrant

Dealing with us should be enjoyable and productive. We will always use our whole-of-market approach to devise innovative yet ethical means of protecting your assets.

Approachable

Never faceless and always friendly, we ensure you can speak with us in confidence whatever the situation. The door is always open and we will always listen to your voice first.

Team

Paul

Paul Winterflood

Director

Paul Winterflood

Director

As the founder of the business, Paul manages business development, marketing, proposition development and overall strategy for Kingsman Associates.

A family man with a wife and two young daughters, Paul has over a decade in the industry, working for a national corporate firm for many years prior to starting his own business. Paul is motivated by building a truly progressive Wills & Estate Planning business surrounded by great people with strong core values and standards in client service who aspire to be the best in the market.

Anthony

Anthony Marshall

Director

Anthony Marshall

Director

Anthony has a wealth of experience in the estate planning sector with over 14 years’ service meeting clients across Southwest England & Wales. Anthony has significant expertise with Trust planning matters for the High Net Worth. Anthony’s mission is to give clear and precise legal advice and peace of mind to clients without the fear of spiralling costs and an impersonal service.

He loves golf, football and is an avid fan of Bristol City.

Emma

Emma Ruggiero

Senior Estate Planner

Emma Ruggiero

Senior Estate Planner

Emma has over 30 years’ experience in the financial services sector and in her career has been pivotal in the construction and growth in the compliance department of one of the country’s leading & largest independent financial services networks. Emma is passionate about people and dedicates her time to helping clients understand how best to protect their assets through a medium of different Trust planning strategies.

Outside of work Emma spends time with her family and enjoys socialising.

David

David Griffiths

Estate Planing Consultant

David Griffiths

Estate Planing Consultant

David has recently joined the team as an Estate Planner and has a pedigree of over 30 years of experience within the financial services sector. More recently managing a large demographic of one of the UK’s largest network businesses supporting the growth of financial advisers and mortgage advisers.

In his spare time, he loves playing golf and networking.

Laura

Laura Tyson

Office Manger

Laura Tyson

Office Manger

Laura has worked in financial services for the last 18 years. Her roles have varied from personal assistant, mortgage & protection advisor to pension and Investment administrator. Her professional qualifications include Certificate in Mortgage & Protection and recently Certificate in Financial Administration with the London Institute of Business and Finance.

More recently Laura has progressed within the business from an administrative role to a Drafting role assisting with complex Wills, Trusts and Lasting Power of Attorney matters.

Laura enjoys running with a local plodder’s group and is an active member of her daughters Parent & Teachers Association.

Dorothy

Dorothy Laidler

Drafting / Administration

Dorothy Laidler

Drafting / Administration

Dorothy joined Kingsman Associates with a background in Project Management. The skills Dorothy gained from her time as a Project Manager seamlessly blend with her current role within the drafting and administration team at Kingsman Associates. Dorothy is an essential part of the team and has developed her knowledge quickly, now dealing with a variety of complex Wills, Trusts, and Lasting Power of Attorney documentation.   Outside of work Dorothy enjoys going on walks in the countryside, crafts and playing board games.

What our clients say

Paul’s knowledge, professionalism and compassion for client circumstances shine through at all times. As we share these values and our premium services, it means we work well alongside each other. I also value his rapid turnaround times when speed is of the essence to protect financial futures. From my angle, I recognise how his input has contributed to my brokerage growth.

Having known Paul for several years it was a no-brainer for me to engage his expertise to help my clients when he acquired a successful estate planning and will writing business. I've learned from experience that STEP-qualified professionals with Paul’s level of expertise and client-first approach are few and far between.

How much do I trust and value Paul’s advice and service? At the highest level, which is why I have introduced him to family, friends, colleagues and clients. Each delighted with his manner, knowledge and service. It’s not a question of why an IFA would want to work with Paul, it’s why not a question of why an IFA would want to work with Paul, it’s why

Working with Paul provides a resource to open up conversations with clients that was not before available to me. He is forward thinking and provides solutions for even the most complex cases I present to him. These solutions are regularly new to me and allow me to provide extra advice and services that further enhance client outcomes.

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