Kearsley Financial Management

Kearsley Financial Management is a company dedicated to making the complicated world of wealth management understandable. We strive to build long-term relationships with our clients, based on trust, approachability, and straightforwardness, with no pressure.

What We Do

At Kearsley Financial Management, we provide a wide range of services, whether you are looking to build, grow, protect, or preserve your wealth. Our team of experts specializes in providing high-quality advice on many aspects of wealth management, working closely with you to help you achieve your financial goals.

Our services include retirement planning, investment management, tax planning, inheritance tax planning, and estate planning. We understand that each client's financial situation is unique, and we tailor our advice and services accordingly. Our proposals are explained with great clarity, and we make sure that our clients fully understand the options available to them before making any decisions.

Retirement planning is an essential part of wealth management, and we work with our clients to help them achieve the retirement they desire. We review their existing pension arrangements and provide recommendations to ensure that their pension funds are invested in a way that meets their retirement goals.

Investment management is another critical aspect of wealth management. We help our clients to build a diversified investment portfolio that matches their risk profile and investment goals. Our team of experts constantly monitors the market and makes adjustments to the portfolio as necessary to ensure that it continues to meet the client's investment objectives.

Tax planning is essential to ensure that our clients pay no more tax than they need to. We provide advice on reducing income tax, capital gains tax, and inheritance tax. We work closely with our clients' accountants and solicitors to ensure that our clients' financial affairs are managed in the most tax-efficient way possible.

Estate planning is an area that is often overlooked, but it is critical to ensure that our clients' assets are passed on to their beneficiaries in the most tax-efficient way possible. We provide advice on estate planning, including the use of trusts and other tax-efficient structures to minimize inheritance tax.

Our Approach

At Kearsley Financial Management, we pride ourselves on building long-term relationships with our clients. We take the time to understand our clients' financial goals and objectives and provide tailored advice to help them achieve these goals. We explain our proposals with great clarity, ensuring that our clients fully understand the options available to them before making any decisions.

We are approachable and straightforward, with no pressure. We believe that building long-term relationships with our clients is essential to providing high-quality financial advice. We are committed to providing exceptional service and building long-term relationships based on trust, approachability, and straightforwardness.

Testimonials

"Simon is professional and friendly, and his product knowledge is impressive. He is good at making us feel important, irrespective of the level of investment. Rob Bowen| Retired Bank Manager, West Kirby"

"Simon has the ability to understand my unique situation and advise accordingly. He explains his proposals with great clarity. I very much feel that my finances are in safe hands with Simon and I would have no hesitation in recommending him and his services. REJ Pierce| Farmer, Chester"

"I have found Simon's approach and honesty with his advice and support exceptional. His management enables me to look forward with confidence in my retirement knowing that my investments are being handled to my best advantage. I would not hesitate in recommending him to anyone. Paul Rowland| Retired, Caldy, Wirral"

"Simon has an exceptionally professional approach and always offers sound, common-sense advice. He understands my needs in terms of financial advice and support. Paul Jennings| PR Consultant, Whitchurch, Shropshire"