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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Categories: Financial ServicesIndependent Financial Advisors

Ipswich Office

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

Website

01473 744724

True Potential Wealth Management Ltd

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.

With over 17 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

I make no compromise. I am beyond wealth management.

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Categories: Independent Financial Advisors

Offices

21 Orwell Road
Felixsowe, Suffolk IP11 7EP United Kingdom

Website

01394 617195