What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Kingsley Wealth Management

Home
United Kingdom
Newport (Casnewydd), Wales
Kingsley Wealth Management

Call Directions Website Contact the business

As an Independent Financial Adviser, I am here to help you with your financial needs - Pensions, Investments, Mortgages, Protection and Estate Planning.

Kingsley Wealth Management is a trading style of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

02/11/2026

Did you know your mortgage options aren't limited to one bank?

While individual banks typically offer mortgages from their own product ranges, Kingsley Wealth Management provides whole-of-market mortgage advice.

This means our advisers can explore a wider range of available mortgage products based on your individual needs and circumstances.

Whether you're buying your first home, moving property or remortgaging, we're here to help you understand your options.

👉 Book a mortgage consultation today.

30/10/2026

Your retirement goals may change over time.

Your pension arrangements deserve the same consideration.

As your circumstances develop, the way your pension investments relate to your retirement objectives may also need reviewing.

Kingsley Wealth Management provides pension planning services that consider existing arrangements, individual risk preferences and longer-term retirement goals.

Understanding how these elements fit together can provide greater clarity when looking at your wider retirement plans.

📅 Visit the link in the comments below to book a consultation.

A pension is a long-term investment. Its value can fall as well as rise.

28/10/2026

Retirement isn't just about choosing when to stop working.

The years that follow can involve different stages, with spending habits, lifestyle preferences and personal priorities changing over time.

For some people, early retirement may involve more travel and activities, while later years could bring different household or personal needs.

Considering how those priorities might evolve can provide a broader perspective when thinking about long-term retirement plans.

👉 Check the link in the comments below to book a consultation.

26/10/2026

Pension fees are back in the spotlight following a recent change from AJ Bell.

The investment platform has reduced the annual charge on its ready-made personal pension, a product designed for customers who prefer their investments to be managed on their behalf.

The announcement highlights how pension providers continue to compete on charges and services.

While fees are one consideration, investment options, risk and the features available can also form part of the wider picture.

👉 To learn more? Check the links in the comments below.

23/10/2026

Thank you, Sush, for sharing such thoughtful feedback about Angela and Gavin. 😊

We're pleased to hear that their prompt communication and continued support helped make your remortgage journey feel more manageable.

Thank you for your recommendation and for trusting us.

👉 Book a consultation: https://bit.ly/3rPNPwl

21/10/2026

There’s more to an investment strategy than simply choosing where to invest.

Your goals, attitude towards risk, whether you’re looking for growth or income, and your personal preferences can all play a part in shaping your approach.

And as your circumstances and longer-term objectives change, your investment strategy may need to be reviewed too.

That’s why investment planning can look different from one person to another.

Please be aware that investments can go up as well as down and you may not get back the amount you originally invested.

👉 Book a consultation: https://bit.ly/3rPNPwl

19/10/2026

Building wealth can take decades.

Thinking about what eventually happens to it is another important part of the picture.

Estate planning can involve considering how you want your wealth to support you during your lifetime, as well as what you may eventually wish to leave behind.

Your individual circumstances, family priorities and inheritance tax considerations can all shape that conversation.

Taking a longer-term view can help keep legacy planning connected to your broader financial objectives.

📅 Book a consultation: https://bit.ly/3rPNPwl

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

16/10/2026

A financial plan isn’t only about preparing for the things you hope will happen.

Unexpected illness, loss of income or death can have a significant impact on household finances and the people who depend on you.

Kingsley Wealth Management provides advice on life insurance, critical illness cover, income protection, and mortgage and loan protection.

Understanding what each type of cover is designed to protect can help you consider how protection fits into your family’s wider financial arrangements.

🔗 Book a consultation: https://bit.ly/3rPNPwl

14/10/2026

Not all spending plays the same role in your monthly budget.

Essential commitments such as housing, household bills and regular financial obligations are different from discretionary spending on things you may choose to buy or do.

Separating the two when reviewing your finances can provide a clearer picture of where your money goes and which expenses are more flexible.

It's a simple distinction that can make budgeting easier to understand.

📅 Book a consultation: https://bit.ly/3rPNPwl

12/10/2026

Record amounts of tax-free cash are being withdrawn from UK pensions.

New FCA data reported by MoneyWeek shows retirees withdrew more than £22 billion in tax-free lump sums during 2025/26, over 20% more than the previous tax year.

The increase may partly reflect concerns around potential pension tax changes ahead of the 2025 Autumn Budget, which ultimately did not materialise.

Pension withdrawals can have longer-term implications, highlighting the importance of considering these decisions as part of a wider retirement plan rather than reacting to speculation.

📅 Book a consultation: https://bit.ly/3rPNPwl

Address

Newport Market
Newport
NP201DD

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441633633703

Website

http://www.kingsleywealth.co.uk/

Alerts

Be the first to know and let us send you an email when Kingsley Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.