About Us
Our approach to financial planning is quite simple: explain things to clients in the simplest and clearest way possible, keep charges as low as possible, and always give our clients an exceptional service.
Meet the Team
Jason Morris
Managing Director & Chartered Financial Planner
Jason Morris is the Managing Director of Kingsley Financial Consulting Ltd and has over 30 years industry experience, and over recent years has made the decision to specialise in pensions.
Jason is a Chartered Financial Planner who has achieved Fellowship status, which is the highest level of qualification available in the financial advice industry. His qualifications include higher level exams in pension transfers, investment portfolio management, and taxation and trusts, meaning that he is able to give professionally qualified advice in most areas of financial planning, but particularly in pensions.
Jason is a keen sportsman and plays football, golf, and more recently Padel tennis. He is also a keen linguist and speaks 4 languages.
Lauren Morris
Financial Planner
Lauren is a fully qualified Financial Planner and has recently obtained her Diploma in Financial Studies. She is currently studying for further qualifications in Investment Portfolio Management.
Lauren obtained her degree in Maths and Finance from Newcastle University.
Lauren’s interests include music, languages and travelling, and she is also very interested in health and fitness.
VALUES
Our Approach
We believe that our approach can be summarised by one simple rule: simply to do what is best for our clients.
We strongly believe that we are more than fair in terms of our charges, and are genuinely comfortably at the lower end of the market in terms of the charges we apply.
We have a service agreement in place which outlines the ongoing service we offer our clients, as we believe this is an integral part of good quality financial advice. We ensure that we adhere 100 per cent to the terms of the service agreement.
In addition, we provide Cash Flow Modelling on an ongoing basis, to ensure that the plan we have put in place for our clients remains appropriate for their requirements.
Finally we use our Investment analysis software Defaqto, to ensure that the investment funds and products we recommend from across the whole of the market are evidence based, and fully backed up by consistent performance, over the longer term, and also that they are properly risk managed, and within the level of risk that our clients are prepared to accept.
TAlk to us
Ready to speak with us?
Pension planning isn’t anywhere near as complicated as it can look, and our approach is to try to keep it as simple as possible.