Our job is to help you achieve your financial goals and maintain the life you want.
Please take at look at the video below, which explains how, by looking at your financial situation and your plans for the future, we can help you make the best, well-informed decisions.
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.
We’ll take the time to get to know you, your circumstances, your current arrangements and the goals you want to achieve. Then we will apply a structured approach to make sure you receive the highest quality of advice and care:
Kingsfleet Wealth Private Client Service – a 12 point private client service plan that lets us carry out regular reviews to make sure no issues are overlooked that could affect your plans.
Kingsfleet Wealth Investment Process – an on going, documented strategy to make sure regular reviews are carried out for your investment and pension arrangements.
Our name, “Kingsfleet”, not only refers to Colin’s primary school, it’s also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338.
Our journey, or expedition, begins as we get to know you, building a long-term relationship to help you achieve your financial goals.
Why long-term? 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.
Click on the timeline below to see a larger version
For more information or to book your first meeting, please contact us today.