Financial Planners, Financial Consultants, Mortgage Brokers, Investment Services

Kingsley Financial Management Ltd

Kingsley Financial Management Ltd is a financial services company based in Whitchurch, England. They offer a range of services including financial consulting, financial planning, investment services, and mortgage brokering. With a team of experienced professionals, Kingsley Financial Management Ltd is committed to providing their clients with expert advice and personalized solutions to help them achieve their financial goals.

Introduction to Kingsley Financial Management Ltd

Kingsley Financial Management Ltd is a financial management company located in Whitchurch, England. Founded in 2005, the company has been providing its clients with reliable and professional financial consultancy services for over a decade. The company's mission is to help clients achieve their financial goals and secure their financial future. What sets Kingsley Financial Management Ltd apart from other financial management companies is their personalized approach to each client's financial needs.

Services & Products

Kingsley Financial Management Ltd offers a range of financial services to its clients, including financial planning, investment services, mortgage brokering, and general financial consultancy. Their team of expert financial consultants is always up-to-date with the latest financial trends and regulations, ensuring that their clients receive the most accurate and reliable financial advice.

Location

Kingsley Financial Management Ltd is located at 2 Winchester St, Whitchurch RG28 7AL, United Kingdom. Whitchurch is a charming town located in the county of Hampshire, known for its beautiful countryside and historic architecture. The area is home to a variety of businesses, including shops, restaurants, and cafes. The town is easily accessible by public transportation, with the Whitchurch train station located just a short walk away from Kingsley Financial Management Ltd. Other nearby public transportation options include the Andover bus station (9.4 miles away), the Basingstoke train station (12.4 miles away), and the Newbury bus station (14.8 miles away).

Benefits

Customers should choose Kingsley Financial Management Ltd because of their personalized approach to financial consultancy services. The company's team of expert financial planners and consultants work closely with each client to understand their unique financial needs and goals, and develop personalized financial plans to help them achieve those goals. The company is committed to providing its clients with the most up-to-date financial advice and services, ensuring that their clients stay ahead of the curve when it comes to financial trends and regulations.

Good to Know

Customers should be aware that Kingsley Financial Management Ltd is a fully regulated financial management company, authorized and regulated by the Financial Conduct Authority. The company is also a member of the Personal Finance Society, ensuring that their team of financial consultants adhere to the highest ethical and professional standards.

Reviews

Customers have praised Kingsley Financial Management Ltd for their personalized approach to financial consultancy services, with many clients stating that the company's team of expert financial planners and consultants have helped them achieve their financial goals and secure their financial future. Clients have also praised the company's commitment to staying up-to-date with the latest financial trends and regulations, ensuring that their clients receive the most accurate and reliable financial advice. Overall, Kingsley Financial Management Ltd has received rave reviews from its satisfied clients.

Amenities

financial advice
investment advice
tax planning
insurance services
free consultation
financial planning
retirement planning
wealth management

FAQ

What types of investment products do you offer?

We offer a range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Our financial consultants work with clients to determine their investment goals and risk tolerance before recommending specific products.

What experience do your financial consultants have?

Our financial consultants have years of experience in the financial industry and hold various professional certifications, including the Certified Financial Planner (CFP) designation. They are knowledgeable about the latest investment strategies and market trends, and they use this expertise to help clients achieve their financial goals.

What are your fees and how are they structured?

Our fees vary depending on the services provided and the complexity of the client's financial situation. We typically charge a percentage of assets under management, but we also offer hourly or fixed-fee arrangements for certain services. Our fee structure is transparent, and we always disclose all fees upfront.

What professional qualifications do your financial planners have?

Our financial planners hold various professional certifications, including the Certified Financial Planner (CFP) designation, which requires extensive training and passing a rigorous exam. They also participate in continuing education programs to stay up-to-date on the latest financial planning strategies and techniques.

How do you develop an investment strategy for your clients?

We work closely with clients to understand their financial goals, risk tolerance, and investment time horizon. Based on this information, we develop a customized investment strategy that takes into account their unique needs and circumstances. We regularly review and adjust the strategy as needed to ensure it remains aligned with their goals.