Kingsley Wealth Management is an independent financial planning practice providing face-to-face services to clients across South Wales and the West, and telephone and online advice to customers throughout the UK.
We work hard to empower our customers to achieve their financial goals through expertly tailored, approachable, independent financial advice.
Mortgage & Pension
Our Commitment To You
We ensure that all advice is provided by highly qualified Independent Advisers
We passionately believe in the benefits of independent financial advice.
This means that we are able to help our customers achieve their goals by accessing the very best financial products and services from across the whole market.
FINANCIAL STRENGTH AND PROTECTION
Kingsley Wealth Management is proud to be an appointed representative of 2plan wealth management Ltd, one of the UK’s leading providers of financial advice.
This allows us to provide our customers with a personable customer experience, whilst also benefiting from the shared resources, financial strength and protection of a major wealth management firm.
Transparency & Value
After your free consultation, we will agree any advice fees in writing before we start working on your behalf.
Our fees are based on the level of complexity and time it will take to provide the advice.
You can choose for the fees to be paid via the investment or product provider. Alternatively, they can be paid directly by yourself or your business.
We do not charge any fees for personal insurance advice, as we are remunerated by the product provider.
As a general rule, we do not charge any fees for mortgages (unless it is particularly complex, in which case we would advise you of the fee before beginning work) as again, we are remunerated by the mortgage lender.
Over time, it is likely that your priorities, needs and circumstances will change. This is why we work hard to ensure that you have the ongoing support you need to keep your financial goals on track.
Our ongoing review service provides us with an opportunity to discuss any changes in your circumstances, financial legislation and the overall suitability of your current holdings.
Conducting regular reviews will also provide an opportunity for us to analyse the performance of your investments to ensure that they remain competitive against their peers.
Where necessary, we will recommend adjustments to your holdings so that they continue to meet your needs.
The Benefits of Kingsley Wealth Management being an Appointed Representative Include:
Access to products and services at discounted rates
Expert analysis from highly qualified, independent investment committees to ensure a modern and premium offering of investment solutions
Comfort in knowing that the quality of our advice is reviewed on an ongoing basis by an FCA-regulated, national wealth management provider
Market-leading technology, which allows our customers from across the UK to receive secure remote financial advice