Our Process and Services
We believe in applying a structure to the way in which we look after our clients and advise them on their finances. We deal with this in two ways:
- Kingsfleet Wealth Private Client Service. In order to maintain the highest quality of advice and care for our clients we have a 12 Point Private Client Service Plan which enables us to carry out regular reviews with our clients and ensure that we do not overlook any issues that could affect their planning arrangements.
- Kingsfleet Wealth Investment Process. We have developed an ongoing strategy for looking after our clients’ investment and pension arrangements. We have a documented process that we follow which ensures that our clients have regular reviews for the investments which they hold.
This can be best summed up by the diagram shown below: