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“Kingsfleet Wealth are always on the ball and keep me fully informed of my investments progress. They are always easy to contact and will meet me whenever I require.”
GA

“I have found Kingsfleet Wealth a very efficient yet friendly company who provide quality investment advice and service which, as a private investor, I can understand and have confidence in.”
AW

“Kingsfleet Wealth provide an exceptional personal service in an efficient yet friendly manner. They are highly qualified and able to explain investment information not only clearly but in a way that a layman can understand.”
CT

"A professional team who are a pleasure to deal with. I never get the hard sell and it always feels like they are working in my interest.”
BM

“In uncertain and difficult times, Colin and his team continue to provide sound advice and planning. Their continued re-appraisal of all services and funds keeps their offering fresh and attractive which makes our regular meetings something to look forward to as there is always something new to consider.”
SB

Cashflow Planning

Our job is to help you achieve your financial goals and maintain the life you want. This video explains how, by looking at your financial situation and your plans for the future, we can help you make the best, well-informed decisions.

 

Our Role

We’ll take the time to get to know you, your circumstances, your current arrangements and what you really want to achieve. Our job is to help you achieve your financial goals and maintain the life you want. By looking at your financial situation and your plans for the future, we can help you make the best, well-informed decisions.

MORE ABOUT OUR ROLE

Who We Work With

Whether you’re assessing your corporate wealth, planning for your retirement or adjusting to newly received family assets, our personalised approach will make sure that we understand your wider ambitions and objectives for your wealth. We will work with you, seeing you on a regular basis to help you make progress towards these goals.

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Suffolk Money Podcast

There are only three things you can do with money: You can spend it, you can give it away, or you can save it. This podcast, supported by Kingsfleet Wealth, looks at how these activities are carried out within Suffolk and the people behind it. From exciting entrepreneurs to large employers and from neighbourhood projects to charities dealing with massive issues. We also explore money saving tips and the world of investments too.

VISIT suffolkmoney.co.uk

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We’re on VouchedFor

VouchedFor.co.uk is the UK’s leading customer reviews website for financial advisers, mortgage advisors, solicitors and accountants. Click here to visit our VouchedFor page, where you can see our rating and read reviews left by our clients.

IPSWICH

Claydon Court
IP6 0AE
01473 744724

LONDON

No.1 Royal Exchange
EC3V 3DG

0207 1675657

BURY ST EDMUNDS

33 St Andrew's St. South
IP33 3PH
01284 799566

FELIXSTOWE

Call today to book
your appointment
01394 330699

News

  • Suffolk Remembers 2022
    Amid the Suffolk Day celebrations on June 21st, Colin, Mel, Kez and Hannah attended the Suffolk Remembers event in Felixstowe, taking a moment to reflect on the lives of loved ones lost. They dedicated a candle in memory of their dear friend and colleague Gary, joining people from across the region in remembering special friends … Read more of "Suffolk Remembers 2022"
  • Lunch at Fynn Valley Terrace
    Wednesday 4th May 2022 marked a very special occasion, as we were delighted to host our first face-to-face client event since the pandemic. Indeed, this was the first chance to publicly acknowledge our landmark 10th birthday; two years late, as Covid brought the planned celebrations back in Spring 2020 to a swift halt. Guests enjoyed the … Read more of "Lunch at Fynn Valley Terrace"

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