Corporate Responsibility

Corporate Responsibility

Many of the visitors to our office remark on the welcoming, friendly and calm atmosphere that they notice when they visit us. There is always a selection of teas, coffee, soft drinks and fresh fruit available for anyone who comes in to see us.  We try to use local providers where we can.

We pride ourselves on the high standard of care which clients are given as we believe that they are making significant choices and to look after our clients from the moment they arrive in our office is paramount. It is indicative of the value that we place on our clients that we provide them with high quality support and care and this is even shown from the refreshments offered on arrival.

We have built relationships with numerous clients over many years and they have brought us in to be central to the decision making regarding their future and their financial choices. We fully appreciate that we are in a responsible and privileged position to build such close relationships with individuals and their families.

Charitable work

Since our inception in 2010 we have had the privilege of working with many local, national and international charitable causes that are we have been delighted to support. These range from low-key arrangements such as supporting two sisters to go to school in Liberia through to more high profile charitable activities such as completing sponsored runs and walks to raise money for good causes. A selection of our charitable work is shown below:

  • Homestart ‘Jail and Bail’ event in March 2015
  • Completing marathon raising funds for Teenage Cancer Trust, National Autistic Society and Prostate Cancer Research
  • Completing 10 x10ks in 2014
  • Participation in the St Elizabeth Hospice Midnight Walk- May 2016
  • Raising funds for Suffolk Mind and Suffolk Age UK through a sponsored walk as part of the local Insurance Institute

The business, ‘Kingsfleet Wealth’ was named after Colin’s primary school and Colin has always felt that supporting local educational causes is of great importance as it is only because  of our education, generally, but also specialist financial knowledge that we are in a position to advise our clients and enjoy the role that we have.

Consequently, the Kingsfleet Community Fund was established in order to support local educational causes and this is something that we have a pleasure in dedicating our time and resource towards and seeing funds raised being used for this purpose.

We consider the use of environmental resources to be very important and therefore we seek to offset our carbon costs by funding appropriately each year the planting of trees.

We recently joined the Trading For Good responsible business scheme and seek to demonstrate the critical importance of business in providing greater good to the community than simply generating profit.