kingsley wealth management
Kingsley Wealth Management is an independent UK financial adviser offering pensions, investments, mortgage, protection, ethical investment, business and inheritance tax planning advice to individual consumers and business owners across South Wales, the West and the wider UK via face-to-face, telephone and online channels.
- Company typePrivate
- Founded2019
- HeadquartersCaerphilly, United Kingdom
- Headcount1–10
- GTM typeB2C
- OfferingServices
What kingsley wealth management does
Kingsley Wealth Management is an independent financial planning practice operating as the trading name of Kingsley Wealth Management Ltd, an appointed representative of 2plan wealth management Ltd (FCA reference 968911). The firm is registered in England and Wales (company number 11766152) with its head office at Britannia House, Caerphilly Business Park, and was founded circa 2019. It employs between 1 and 10 staff and is led by chartered financial planners delivering whole-of-market advice.
kingsley wealth management firmographics
Firmographics- Name
- kingsley wealth management
- Legal name
- Kingsley Wealth Management Ltd
- Website
- https://kingsleywealth.co.uk
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Kingsley Wealth Management is an independent UK financial adviser offering pensions, investments, mortgage, protection, ethical investment, business and inheritance tax planning advice to individual consumers and business owners across South Wales, the West and the wider UK via face-to-face, telephone and online channels.
- Ownership category
- akta.pro rank
kingsley wealth management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
- akta.pro secondary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
Keywords
Where kingsley wealth management is headquartered
LocationHeadquarters
- HQ city
- Caerphilly
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
kingsley wealth management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advice Fees: Fees are charged based on the level of complexity and time required to provide financial advice. Fees can be paid via investment or product provider, or directly by the client or their business.
- Commission - Insurance Products: No fees are charged for personal insurance advice, as the company is remunerated by the product provider through commission.
- Commission - Mortgage Products: Generally no fees are charged for mortgages as the company is remunerated by the mortgage lender through commission, unless the case is particularly complex.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free initial consultation |
| Other | Multi-year contract | Fee-based financial planning |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
kingsley wealth management product offering
Product offeringCore offering
Kingsley Wealth Management is an independent financial planning practice providing tailored advice on pensions and retirement, investments, mortgages, personal insurance, business financial planning, inheritance tax and estate planning, and ethical investments. It delivers this advice face-to-face across South Wales and the West, and via telephone and online channels throughout the UK, operating as an appointed representative of 2plan wealth management Ltd.
Product overview
Kingsley Wealth Management is an independent financial planning practice that operates as a single-service advisory firm offering a portfolio of financial planning services. The firm provides face-to-face advice across South Wales and telephone/online advice throughout the UK, delivered through six core service offerings: Pensions & Retirement Planning, Mortgage Advice, Investments, Personal Insurance, Business Advisory Services, and Inheritance Tax & Estate Planning. Additional specialized services include Ethical Investments. The firm operates as an appointed representative of 2plan wealth management Ltd and leverages a proprietary Client Portal platform for remote service delivery, enabling secure document exchange, personal details management, and real-time investment portfolio monitoring.
Differentiator
Problem solved
Functional benefit
Products and services
- Pensions & Retirement Planning Expert guidance on pension schemes, retirement planning strategies, and maximizing retirement savings through tailored independent financial advice for individuals.
- Mortgage Advice Independent mortgage advisory service helping clients find suitable mortgage products from across the market; generally remunerated via lender commission unless the case is complex.
- Investments Investment advisory services covering portfolio construction, asset allocation, and access to whole-of-market investment solutions for individuals.
- Personal Insurance Protection products including life insurance, critical illness cover, and income protection tailored to individual needs; remunerated via product-provider commission.
- Advice for Businesses Financial planning services for business owners and the self-employed, including tax-efficient profit extraction, key person insurance, shareholder protection, and business succession planning.
- Inheritance Tax & Estate Planning Strategies to mitigate inheritance tax liability and ensure wealth is transferred according to client wishes.
- Ethical Investments Investment options using negative and positive ethical screening to avoid harmful sectors and support sustainable companies.
Quantifiable outcome
- HMRC collected £3.7 Billion in Inheritance tax in the 6 months to August 2025, demonstrating the growing need for estate planning services
Companies that use kingsley wealth management
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles2 records
kingsley wealth management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
kingsley wealth management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- 2plan wealth management Ltdcore2plan wealth management Ltd is the principal firm for which Kingsley Wealth Management operates as an appointed representative. This relationship provides Kingsley with access to products and services at discounted rates, expert analysis from independent investment committees, ongoing FCA-regulated quality review, and market-leading technology that enables secure remote advice delivery across the UK.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
kingsley wealth management competitors and assessment
Company assessmentDirect peers
- 2plan wealth management: Principal firm for which Kingsley operates as an appointed representative; offers the same whole-of-market investment and mortgage advice via a network of appointed representatives across the UK, with a shared technology and compliance platform.
- Chase de Vere: National independent financial adviser providing pensions, investments, mortgages and protection to individuals and businesses across the UK; operates at a similar mid-sized scale and offers a near-identical product mix to Kingsley.
- London & Country Mortgages: UK's largest fee-free mortgage broker offering whole-of-market mortgage advice online and by phone; directly comparable to Kingsley's mortgage advisory arm with similar commission-driven economics.
Broad incumbents
- St. James's Place: UK's largest wealth manager with a national network of partner advisers offering pensions, investments, mortgages, and protection advice; competes for the same affluent and mass-affluent client base as Kingsley but at much greater scale and brand recognition.
- Hargreaves Lansdown: Largest UK direct-to-consumer investment platform offering pensions, ISAs, funds, and some limited advice services; represents the platform/disintermediation threat to traditional IFAs like Kingsley.
- Quilter: UK wealth manager with a national adviser network (Quilter Financial Advisers) offering pensions, investments, mortgages and protection; comparable service mix and appointed-representative model to Kingsley but at significantly larger scale.
- Evelyn Partners: Large UK wealth management and professional services firm offering investment management, financial planning, and tax/estate services to private clients and business owners; overlaps with Kingsley on estate planning and business-owner advice.
- AJ Bell: UK investment platform offering pensions, SIPPs, ISAs and advised execution services; competes for the same retail wealth clients with a lower-cost, more self-directed proposition.
Emerging players
- True Potential: Technology-led UK wealth platform offering restricted advice and integrated investment solutions via a network of partner advisers; represents the hybrid platform-adviser model Kingsley could compete with or migrate toward.
- Nutmeg: UK robo-advisor offering discretionary investment management and pensions with low minimums and flat fees; competes for cost-sensitive retail investors who would otherwise engage a traditional IFA like Kingsley.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
kingsley wealth management social profiles
Digital presencekingsley wealth management compliance and trust
Trust signalCompliance1 record
kingsley wealth management financial estimates
Financial estimateRevenue estimate
Valuation estimate
kingsley wealth management leadership team
Management profileNumber of profiles
kingsley wealth management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
kingsley wealth management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about kingsley wealth management
What does kingsley wealth management do?
Kingsley Wealth Management is an independent financial planning practice providing tailored advice on pensions and retirement, investments, mortgages, personal insurance, business financial planning, inheritance tax and estate planning, and ethical investments. It delivers this advice face-to-face across South Wales and the West, and via telephone and online channels throughout the UK, operating as an appointed representative of 2plan wealth management Ltd.
Is kingsley wealth management a public or private company?
kingsley wealth management is a private company. It is classified as unknown and is currently operating.
When was kingsley wealth management founded?
kingsley wealth management was founded in 2019. It employs 1 to 10 people.
Where is kingsley wealth management based?
kingsley wealth management is headquartered in Caerphilly, United Kingdom, in the Europe region.
How does kingsley wealth management make money?
Three revenue lines are on record. Advice Fees are the primary driver. The others are commission - Insurance Products and commission - Mortgage Products.
Who are kingsley wealth management's main competitors?
Direct peers on record are 2plan wealth management, Chase de Vere and London & Country Mortgages. Broad incumbents are St. James's Place, Hargreaves Lansdown, Quilter, Evelyn Partners and AJ Bell. Emerging players are True Potential and Nutmeg.
Does kingsley wealth management have an API?
No public API is recorded for kingsley wealth management.
What industry is kingsley wealth management in?
kingsley wealth management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 52394 and its SIC code is 6282.