Kingsfleet Wealth

Our philosophy

Our name, “Kingsfleet”, not only refers to Colin’s primary school, it’s also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338.

Our journey, or expedition, begins as we get to know you, building a long-term relationship to help you achieve your financial goals.

Why long-term? During your life you’ll experience various twists and turns that could impact your plans, so we have to be ready to reassess and change direction to make sure your plans stay on track.

Independent financial advice

Choosing the right people to help you organise your financial affairs is one of the most important things you will do when it comes to financial planning.

We are independent, which means we can provide advice on the full range of investment products and providers without any bias.

By making a fair and comprehensive analysis of all relevant products and solutions we will find the right combination that is appropriate for your circumstances and needs.

Our approach

We’ll take the time to get to know you, your circumstances, your current arrangements and the goals you want to achieve. Then we will apply a structured approach to make sure you receive the highest quality of advice and care:

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Membership Level: 3. Silver Member

Categories: Financial ServicesIndependent Financial Advisors

Kingsfleet Wealth Limited
Claydon Court
Old Ipswich Road
Claydon
Ipswich, Suffolk IP6 0AE United Kingdom

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Website

01473 744724

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