Our people


We aim at Kingsley Wealth Solutions Ltd to ensure our staff have the training and knowledge to assist you with your financial needs.  All staff are industry qualified and regularly appraised to ensure their personal training programme is achieved.  Client focused communication is a key part of our training.

CARL  MASON – DIRECTOR AND FINANCIAL PLANNER

CARL MASON - DIRECTOR AND FINANCIAL PLANNER


Carl is an Advisor who started Kingsley over 30 years ago and has a great deal of experience in financial services.

Carl is a member of The Chartered Insurance Institute and the Institute of Financial Planners. Mainly client interfacing with strong communication skills, Carl has an understanding and experience of investment markets. He also has sound business experience and commercial awareness offering continuous financial education to clients and their immediate family.

Carls hobbies include playing golf and he has a keen interest in National Hunt horse racing and reading.



CARL  MASON – DIRECTOR AND FINANCIAL PLANNER

SALLY WILLIAMS - CLIENT ADMINISTRATION MANAGER


Sally has worked in the Financial Services industry since leaving school. Having worked for Independent Financial Advisors, Employee Benefits specialists and Insurance Companies, Sally has a vast knowledge of the industry and gained the Financial Planning Certificate in November 2001. Sally is the Company Secretary and oversees the administration side of the business and maintaining relationships with clients and the product providers.

Sally also has experience and knowledge of developing and maintaining systems and controls to support the business. She assumes responsibility for Risk Management within the firm. Sally is also responsible for compliance and regulatory matters , working closely with the appointed external compliance consultants to ensure appropriate systems and controls are maintained.

Sallys hobbies include learning to play the drums, music in general and cooking.
CARL  MASON – DIRECTOR AND FINANCIAL PLANNER

ANNE O'BRIEN - FINANCIAL PLANNING CO-ORDINATOR


Anne has joined Kingsley from Capita Financial Software where she spent over eight years as a financial services research analyst. In this role Anne supported advisors with the research of suitable products for clients. Prior to this Anne worked for an Insurance company and an investment bank. Anne has achieved the Financial Planning Certificate, Diploma in Financial Planning and the Investment Management Certificate.

Anne's hobbies include running, reading and socialising.
CARL  MASON – DIRECTOR AND FINANCIAL PLANNER

KATHRYN CUNNINGHAM - FINANCIAL PLANNING ADMINISTRATOR


Kathryn has joined Kingsley from Friends Life, where she worked for 23 years. During her time there she worked closely with customers, Independent and Tied Brokers and outsourcing companies.

Kathryn has extensive customer service experience and protection and pension product knowledge. Whilst working for Friends Life she gained The Financial Planning Certificate.

Kathryn enjoys reading, socialising and musical theatre when she isn't being a taxi service to her two children!