Discover Kingsfleet Wealth: Independent Financial Planning in Suffolk
Begin your journey to spend your time and money exactly as you wish. Kingsfleet Wealth is an award-winning, independent financial planning firm dedicated to helping the people of Suffolk reach their financial goals. With a strong local presence and a commitment to personalized service, they guide clients through the complexities of financial planning with clarity and confidence.
The Key Benefits of Choosing Kingsfleet Wealth
What sets Kingsfleet apart? Here’s a quick snapshot:
- Award-winning, independent financial planners with a deep understanding of Suffolk’s community.
- Specialized support for those about to retire, ensuring a comfortable and fulfilling next chapter.
- Guidance through major life events, helping clients move forward at their own pace.
- Collaborations with other professionals to provide comprehensive, specialist services.
- Strong values centered on honesty, integrity, and transparency.
- Established in 2010, with a rich history of community involvement and continuous growth.
- B Corp certified with an impressive score of 91.8, reflecting a commitment to sustainability and ethical business practices.
Who Kingsfleet Wealth Works With
Kingsfleet Wealth proudly serves the Suffolk community, focusing on people who are:
- About to retire: Offering tailored advice to pave the way for a comfortable and fulfilling retirement.
- Going through a major life event: Providing support to help clients move forward confidently, at a pace that suits them.
- Other professionals: Partnering with solicitors, accountants, and other experts to deliver a comprehensive and specialist service to their clients.
Each group receives personalized attention, ensuring their unique financial needs and goals are met with expert care.
Core Values That Drive Kingsfleet Wealth
At the heart of Kingsfleet Wealth lies a set of values that shape every client interaction:
- Honesty: Clients are always told what they need to hear, not just what they want to hear.
- Integrity: Doing the right thing by people and keeping every promise made.
- Transparency: Open communication about how they work together and how services are charged.
These principles ensure clients feel confident and secure throughout their financial journey.
A Rich History of Community and Growth
Since its establishment in 2010, Kingsfleet Wealth has grown steadily, marked by significant milestones:
- 2011: Achieved Chartered Status, underscoring professional excellence.
- 2013: Launched the Kingsfleet Community Fund and began sponsoring the Felixstowe Book Festival, a tradition that continues annually.
- 2014: Relocated premises from Dedham to Claydon to better serve clients.
- 2015: Hosted the first Later Life Matters seminar and investment seminars for clients and professionals.
- 2017 onwards: Sponsored Suffolk Remembers and supported local charities through fundraising efforts.
- 2019: Became a member of the Parliamentary Review and continued community sponsorships.
- 2020 & 2023: Achieved Carbon Charter Accreditation at Silver and then Gold levels, reflecting environmental commitment.
- 2022: Became a certified B Corp, reinforcing dedication to social and environmental performance.
Positive Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through ethical financial planning.
- SDG 12: Responsible Consumption and Production – achieving Carbon Charter Accreditation and B Corp status.
- SDG 17: Partnerships for the Goals – collaborating with local organizations and professionals to strengthen community impact.
Getting in Touch and Moving Forward
Taking the first step towards the future you want is simple. Kingsfleet Wealth invites individuals to reach out and explore how their expert financial planning can help remove barriers to spending time and money on what truly matters. Located at Claydon Court, Old Ipswich Road, Claydon, Suffolk, they are fully authorised and regulated by the Financial Conduct Authority, ensuring trusted and reliable service every step of the way.
