Independent Pension and Investment Consultancy

We specialise in providing pension and investment advice.
Our approach is simple: to offer our clients the solution that is most suited to their circumstances and requirements, and to provide advice that is both good value for money and also that is properly risk managed.

At Kingsley Financial Consulting we do not look to sell products to our clients, but instead offer financial planning from professionally qualified advisers.

The starting point of this is to gain an understanding of our client’s financial position, of their objectives, and, just as importantly, of their future aspirations, and their feelings towards the things that are important in their lives.

Cost is of paramount importance, and we will guarantee that the initial charge for any advice will never exceed 1%, and the total annual charge for any portfolio, including pension company charge and adviser charge, will never exceed 1%, which is considerably below the industry average, which is 1.7%.

We also offer our clients a full ongoing review service, which includes an annual face to face review meeting (or more often upon request). This service includes the use of our Cash Flow Modelling system, to ensure that our client’s investments and pensions remain on track to fulfil their requirements, and also our investment analysis software, to ensure that the investment portfolios we recommend continue to perform strongly.