Kingsley Wealth Management - Newport

Kingsley Wealth Management

Ubicado en Newport Market, High St, Newport NP20 1FX, Reino Unido, Kingsley Wealth Management es una empresa de consultoría financiera que ofrece servicios personalizados a sus clientes.

Especialidades

La empresa se especializa en asesoramiento financiero, ofreciendo servicios como planificación financiera, inversión y gestión de patrimonio.

Características

Entre las características de la empresa destacan:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Toilet
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

Información de contacto

Dirección:

Newport Market, High St, Newport NP20 1FX, Reino Unido

Telefono:

1633633703

Website:

kingsleywealth.co.uk

Opiniones

Esta empresa tiene 107 reseñas en Google My Business, con una media de opinión de 5/5.

Los clientes han elogiado a la empresa por su profesionalismo, eficiencia y amabilidad. Algunos clientes han destacado la paciencia y la claridad con la que los asesores han explicado conceptos financieros complejos.

Los clientes también han mencionado la conveniencia de tener acceso a servicios en línea y en ubicación, y la accesibilidad de la empresa para personas con discapacidad.

👍 Reviews of Kingsley Wealth Management

Chris R.

5/5

Gavin and Angela were recommended to me by multiple people when I was looking to buy my first home. Having now had the pleasure of Angela supporting me through the process, I can see why! She is friendly, professional, efficient and was very patient with my compete cluelessness re the homebuying process. Thanks Angela!

Samantha R.

5/5

Gavin was great and very knowledgeable and able to talk through finances to a first time investor. Always available to meet and discuss when needed. Thank you

Owen R.

5/5

A very professional and personable service. Gavin went over & above his role and was very knowledgable, informative and approachable. He offered great investment advice to myself and my partner and suggested suitable recommendations tailored to meet our individual needs & circumstances. Gavin will be our go-to investment product specialist and financial advisor henceforth. Highly recommend a discussion, and then meeting if you're after financial advice. So glad to have contacted Gavin. And we'll be contacting Angela for advice in relation to our mortgage renewal when the time comes.

taz9071

5/5

We have received Fantastic service from Angela Kingsley with our mortgage. Would highly recommend using her services to anyone that is in need of mortgage advice. Quick and efficient and the communication we have revived have been next to none.

Ian H.

5/5

I was Looking for some Pension Advice, and After Reading Some Very Positive Reviews About Kingsley Wealth Management, I Made Contact With Gavin Kingsley To Explore My Pension Options, After Meeting With Gavin and He went Away to Source a Tailored Plan Which Met My Expectations, He Made It Very Easy For Me To Understand As My Knowledge Of Pensions are Very Limited, After Finding Me a Product Which Suited My Needs, Gavin Made the Whole Process Extremely Easy, So Far Very pleased,Great Communication Would Highly recommend.

Nishtha N.

5/5

Angela was fantastic to deal with. To highlight, excellent responsiveness, efficiency and all round customer service was outstanding. Also excellent access to the best rates in the market. I would highly recommend working with Angela.

Liam F.

5/5

Gavin was very knowledgeable and offered a wealth of experience in helping us to get set up with our investments. He was able to meet our needs quickly and was on hand for any problems we encountered. I would definitely recommend him as a financial advisor.

alison T.

5/5

Fantastic service from Angela with my mortgage further advance. Would not hesitate to recommend and will be contacting her for my future mortgage needs.