Kingsley Wealth Management

Kingsley Wealth Management 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

Not every expense arrives neatly once a month.Annual insurance costs, home maintenance, celebrations, travel and other o...
07/09/2026

Not every expense arrives neatly once a month.

Annual insurance costs, home maintenance, celebrations, travel and other occasional expenses can easily be overlooked when focusing only on regular household bills.

Factoring irregular spending into your wider budget can give you a clearer picture of what your money may need to cover throughout the year.

Looking beyond everyday expenses is a simple habit that can support more realistic long-term financial planning.

👉 Book a consultation: https://bit.ly/3STaB4f

Protection planning starts with understanding what could be financially affected if life changes unexpectedly. For diffe...
04/09/2026

Protection planning starts with understanding what could be financially affected if life changes unexpectedly.

For different households, that may include income, mortgage commitments, everyday expenses or financial support for loved ones.

We provides protection advice across areas including life insurance, income protection, critical illness cover and mortgage and loan protection.

Reviewing these areas as part of your wider financial planning can help you better understand the protection arrangements available.

👉 Book a consultation: https://bit.ly/3STaB4f

Your pension plan involves more than simply building a pot for retirement.A wider pension review can consider several ar...
02/09/2026

Your pension plan involves more than simply building a pot for retirement.

A wider pension review can consider several areas, including:

✔️ Existing pension arrangements

✔️ Retirement income needs

✔️ Risk preferences

✔️ Death benefits

Reviewing these areas can help build a clearer picture of how your pension arrangements are structured and whether they continue to reflect your circumstances and wider retirement plans.

We can also consider areas such as multiple pension pots as part of the wider review.

📅 Book a consultation: https://bit.ly/3STaB4f

Value investing has faced a challenging decade.Recent MoneyWeek analysis highlights how passive investing, technology st...
31/08/2026

Value investing has faced a challenging decade.

Recent MoneyWeek analysis highlights how passive investing, technology stocks and momentum-driven markets have contributed to value-focused strategies falling behind broader global indices in recent years.

That does not necessarily settle the debate around value investing. Instead, it illustrates how different investment styles can move in and out of favour as market conditions evolve.

Keeping informed about these wider trends can provide useful context when considering long-term financial planning.

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

Thank you, Kevin, for taking the time to share your experience. 🙌We're delighted to hear that Gavin's clear communicatio...
28/08/2026

Thank you, Kevin, for taking the time to share your experience. 🙌

We're delighted to hear that Gavin's clear communication and ongoing support helped make the mortgage application process feel more straightforward and reassuring.

Thank you for your recommendation and for trusting us.

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

Life can be unpredictable, which is why planning for the “what ifs” matters. 😊Your income supports your everyday lifesty...
26/08/2026

Life can be unpredictable, which is why planning for the “what ifs” matters. 😊

Your income supports your everyday lifestyle, household commitments and the plans you’re working towards for the future.

Thinking about what might happen if your income changed unexpectedly can be an important part of your wider financial plan.

Protection planning can help you understand the options available and consider how you and those who depend on you could be financially supported.

Speak to our team to learn more about protection planning.

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

Buy-to-Let comes with its own set of financial considerations.Whether you're exploring your first rental property or alr...
24/08/2026

Buy-to-Let comes with its own set of financial considerations.

Whether you're exploring your first rental property or already have experience as a landlord, the mortgage process can differ from purchasing a home to live in.

Understanding the borrowing options available and how they relate to your individual circumstances can help provide greater clarity when considering your next steps.

We provides specialist mortgage support for Buy-to-Let properties.

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

There isn't one number that defines a comfortable retirement.The amount you may need depends on a range of personal fact...
21/08/2026

There isn't one number that defines a comfortable retirement.

The amount you may need depends on a range of personal factors, including your expected lifestyle, regular expenditure, future plans and the age at which you hope to retire.

Thinking about what you want retirement to look like can provide a useful starting point when considering your longer-term financial objectives.

As circumstances and priorities change, reviewing those expectations can help keep your retirement plans relevant to the life you envisage.

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

Understanding your current spending can make future retirement planning clearer.Separating essential costs from discreti...
19/08/2026

Understanding your current spending can make future retirement planning clearer.

Separating essential costs from discretionary spending can help you build a more realistic picture of the lifestyle you may want to maintain later in life.

Regular household commitments may look very different from spending on travel, hobbies and other personal priorities.

Looking at these areas separately can provide useful context when thinking about future financial needs.

Speak to us today if you would like to review your wider financial plans.

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

Retail investors returned to investment funds in significant numbers during June.New figures from the Investment Associa...
17/08/2026

Retail investors returned to investment funds in significant numbers during June.

New figures from the Investment Association show £3.8 billion flowed into funds during the month, while total retail investment reached £12.3 billion across the first half of 2026.

However, the underlying picture remained cautious, with investors showing greater interest in areas including fixed income and diversified assets while equity funds experienced outflows.

The figures provide an interesting snapshot of how investor sentiment continues to respond to changing market conditions.

Follow us for regular updates and insights on financial and economic developments.

📅 Book a consultation: www.kingsleywealth.co.uk/contact

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

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