Kingsley Financial Management

We are a firm of Chartered Independent Financial Advisers based in Whitchurch, in the heart of Hampshire.

Our Services

With over 20 years experience of advising clients we find that we are able to offer advice and support for a variety of financial situations.

Newsletters & Updates

Find out whats happening in the financial world with our quarterly newsletters and our monthly economic and market reviews.

Welcome to Kingsley Financial Management Limited

Thank you for visiting the website of Kingsley Financial Management Limited. We are a firm of Chartered Independent Financial Advisers based in Whitchurch, in the heart of Hampshire.

We offer our clients a variety of services, but at the heart of our offering is ensuring that you have Peace of Mind. What this means to us is that once you have engaged with Kingsley Financial Management you can be confident that you will leave us feeling informed about the decisions you have over your finances and that you are equipped to make the decisions that will make you sleep easier.

As one of only a few IFA firms to reach the CII Chartered standard, which is the highest accolade any IFA can reach, we believe Peace of Mind starts with knowing that you are in safe hands.

A few of the services we offer are:

  • Advice on your investments. Making sure that they are working for you and that they are suitable for the risk appetite you have, and the goals you have set.
  • Help with setting up a pension or consolidating existing pensions. Taking the burden and complexity away from you.
  • Ensuring that you maximise your tax position, including ways of mitigating Inheritance or Capital Gains Tax.
  • Creating a route map for your retirement, giving you confidence that you will have sufficient income to lead the life style you wish.
  • Complex mortgages that might be of higher value, or unusual circumstances than the high-street lenders will look at.

Kingsley Financial Management Limited offer a full holistic financial planning service. We will look at your complete financial situation to clearly understand your financial goals and aspirations before making any recommendations to you.

You can choose to work on either a fee or commission basis and we are happy to work on either.

With over 20 years experience of advising clients we find that we are able to offer advice and support for a variety of financial situations.

 

What our clients say about us:

When I first came to visit you I only had a vague idea of what I needed and following our first meeting you put everything in order and guided me in the right direction. I thank you for this as with the help of yourself and your team I have been able to put my pension affairs in order. I would be happy to recommend the service of your company to anybody in the same position as myself and I would like to thank you all once again for all your help and advice.
Best Regards, Bob
Many thanks, the money is in our account as of yesterday… Please pass on my thanks to Peter and the team for the swift actions which have led to an early release of my pension from Babcock.
Kind regards, Lee
I am very grateful to Kingsley Financial for all the help and advice I’ve received over the past few years. It’s been a pleasure to have a knowledgeable company handling my finances, albeit small money in the scheme of things. It’s also helpful to deal with friendly financial people in my locality. Highly recommended
Pauline
Peter is by far the best financial adviser I have had because he takes care to engage with me. I want the best possible outcome from my investments but I tend to switch off, especially when confronted with jargon. Peter somehow makes it interesting. He is good at teasing out of me what I really want my finances to do and at explaining clearly but never patronisingly how we might achieve it. Peter has a warm, approachable manner, but also has the gravitas to give me confidence that my portfolio is in good hands.
Noel
From the outset (now over 5 years ago) it became very clear that Peter was keen to understand my priorities and aspirations in response to changing circumstances. Apart from the significant, short-term financial benefit he identified, I now have a medium and longer term plan which protects assets and most critically defines my pension needs into the future. Peter and the team have become my trusted advisor and stepped in on several occasions during the last five years to help me make informed and sensible decisions on my financial management. I recommend Kingsley, who in my experience, are able to explain complex matters in plain terms whilst maintaining a friendly, (and often fun) service.
Tony
I am very pleased that I chose Kingsley Financial as my financial consultants to look after my pension. In these uncertain times, personal attitude to risk is probably the biggest factor to me. Peter spent a great deal of time listening to what my goals were and at every stage has been there to support the necessary changes as I get closer to retirement. Highly recommended
Charles

Contact us

Tel: 01256 896203   Email: enquiries@kingsleyfinancial.co.uk

2 Winchester Street, Whitchurch RG28 7AL, United Kingdom