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


  • Silver Level Suffolk Carbon Charter Accreditation
    Following an assessment by the Carbon Charter Panel earlier this year, we are delighted to have received approved accreditation at Silver Level, in recognition of our efforts to monitor and reduce our carbon emissions.
  • Felixstowe Book Festival 2019
    Kingsfleet Wealth are delighted to be once again sponsoring the Felixstowe Book Festival, taking place on 27th to 30th June 2019. Having been a proud sponsor since the festival began back in 2013, this year we have upgraded to Gold Sponsorship, as part of our celebrations for our forthcoming 10th anniversary.


  • 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