Kingsley Wealth Management

Live for today. Plan for tomorrow.

Lansdowne House 17 Gold Tops, Newport, NP20 4PH Directions

Tel 01633 633703
   Now closed Open today 09:00 - 17:00

Why Choose Us?

Competitive Prices
Impartial Advice
Free Initial Consultation

Business overview

We are Independent Financial Planners working with people approaching retirement, business owners and professional advisers across South Wales and the West.

Kingsley Wealth Management is part of 2plan wealth management, which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.

Being independent is part of what makes us different. It’s the reason we are free to advise you about products from the entire financial marketplace. We don’t act on behalf of any bank or insurance company. So our recommendations are solely about what’s right for you.

Working with 2plan also allows us to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping us to get things right first time.

For a conversation about your financial plans, why not get in touch today?

Products & Services

FCA Regulated

Financial Planning

Income Protection Insurance

Independent Financial Advisers

Investment Consultants

Life Assurance and Pension Consultants

Life Insurance

Mortgage Advice

Mortgages

Pensions

Tax Planning

Financial Consultants

Investments

Later Life specialist

Credentials

Associations

  • Financial Conduct Authority (461598)
  • Personal Finance Society (001640372B)

Qualifications

  • Financial Planning, Diploma (Chartered Insurance Institute)
  • Mortgage Advice, Level 3 Certificate (Chartered Insurance Institute)

Reviews

Completely satisfied - excellent service

5
I needed guidance and support on remortgaging and Gavin helped me to find a mortgage with a fantastic rate. I didn’t understand what was involved with a remortgage but he made it all very easy.

Gavin was extremely helpful and professional. He listened to make sure he really understood my situation and needs. He explained everything in detail, very transparent and upfront, but also in an easy to understand way. Throughout each stage he explained the various options that I had and gave sound advice, and communicated effectively throughout.

Gavin is easy to talk to and so polite and goes that extra mile to help.

I would highly recommend his services as i cannot speak highly enough of the service I received. Very quick, efficient, and I got exactly what I needed and asked for. You could not get a better standard of service.
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