This fantastic event, which is in its 10th Year, is a registered charity that raises much-needed funds for local primary and secondary schools on the Shotley peninsula. Kingsfleet Wealth strongly believe that life’s successes are often grounded in the education received. So we were delighted to support this local, educational charity, in conjunction with a sport enjoyed by some of our team.
As President of The Chartered Institute Insurance of Ipswich, Suffolk, and North Essex (CII) for 2016/17 Colin Low has a duty to carry out a ‘President’s Challenge’.
Read more of “CII President’s Challenge”
A free, informal afternoon of talks on issues which affect us as we approach retirement will be hosted by Kingsfleet Wealth, Age UK Suffolk & Nicholsons Solicitors.
The first Kingsfleet Wealth Investment Seminar was held in the beautiful setting of The Mansion at Wherstead Park, just outside Ipswich in early February 2016.
A full room of over forty people which included a mixture of clients, potential clients, solicitors and accountants listened to a variety of speakers.
We are happy to inform you that Jenny Williams who is one of our financial advisers received her full accreditation from the Society of Later Life Advisers at the end of August.
We believe that this achievement will assist providing our clients with high quality and specialist advice that will be easily accessible.