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.

More about Kingsfleet Wealth

Navigating your financial future

In a world of uncertainty, we seek to offer solidity and stability. 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.

Your Wealth


  • Kingsfleet Wealth are Finalists in the 2018 Moneyfacts Awards
    Kingsfleet Wealth are delighted to be finalists in the 2018 Investment Life & Pensions Moneyfacts Awards, having been shortlisted in the Investment Adviser of the Year category. Moneyfacts is the UK’s leading independent provider of finance product data and hosts four industry awards which establish the best products in their fields. Presented annually, these award … Read more of "Kingsfleet Wealth are Finalists in the 2018 Moneyfacts Awards"
  • Earl of Wessex meets community volunteers from across Suffolk
    On Friday 11th May 2018, HRH The Earl of Wessex was welcomed by the Suffolk Community Foundation, who help to organise charity fundraising across Suffolk, as he officially opened the new Headquarters of Birkett’s Solicitors in Ipswich.


  • Self-employed march on to what sort of retirement?
    Since 2001 the number of self-employed has risen from around £3m to £5m today. This is great but at a time where the self-employed are not yet compelled to save by auto-enrolment, and the financial capability of individuals remains in question, experts have highlighted the possibility of an ‘impending pensions crisis’ for this growing sector … Read more of "Self-employed march on to what sort of retirement?"
  • Tackling inequality of wealth – IHT in the line of site?
    Leading think-tank OECD has suggested Governments use the tax system to tackle wealth (rather than income) inequality and inheritance tax is the preferred route.

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

01473 744724


No.1 Royal Exchange
London EC3V 3DG

0207 1675657


33 St Andrew's St. South,
Bury St Edmunds,
Suffolk IP33 3PH

01284 799566


Call today to book your appointment

01394 330699