At Kingsfleet Wealth we have many years of experience in Financial Services. We’ll take the time to get to know you, your circumstances, your current arrangements and the goals you want to achieve.
Managing Director and Chartered Financial Planner
Colin lives in rural Suffolk, has been married to Mel for 29 years and they have three children aged between 13 and 23.
Colin has always had a fascination with money, finance and economics; managing the school bank, visiting the Stock Market on the day of the Big Bang in 1986 and even asking for shares on his 18th birthday (he actually received a suit).
Having worked in banking, investments and the financial advice sector, he founded Kingsfleet Wealth (named after his Felixstowe Primary School) in 2010. Colin is a Chartered Financial Planner, one of the few advisers in the country to have obtained a Master’s Degree in Financial Planning and has recently co-founded RXi Wealth, a Discretionary Investment Manager.
In his spare time, he is chair of the Board of Sizewell Hall, a Christian Conference Centre on the Suffolk Coast, keeps bees and tries to go running to compensate for his substantial appetite.
Independent Financial Adviser
Stuart has over 20 years’ experience in Financial Advice and most recently joined us from Coutts & Co. where he was a Director in their Advice team. Previous roles include Head of Governance within HSBC’s UK Financial Planning Team and running the Investment & Pension product teams at Barclays Financial Planning. Stuart holds advanced qualifications in Investment & Retirement planning including the CISI Masters in Wealth Management (Financial Markets) and is aiming to complete his Chartered Financial Planner studies by the end of the year.
Stuart is married with two teenage children. Outside of work, he enjoys following his son’s rugby team, and is a keen squash player.
Client Relationship Manager
Gary joined Kingsfleet Wealth in June 2018 having lived and worked in Ipswich his entire life. With 13 years experience in financial services industry with a SIPP provider (6 years within management), Gary is now looking to make a career within the financial advice sector building on the knowledge, skills and qualifications obtained during his working career to date. Having completed his Certificate in Financial Planning, Gary is now looking to further his studies in the Diploma in Financial Planning whilst supporting and adding value to the business with client relationship and administrative tasks.
Gary enjoys spending time with his three children, partner, friends and extended family. He has a passion for playing and watching football, watching formula 1 and trying to stay fit and active by running regularly and participating (not competing) in 5Km, 10Km and half marathon's.
We get to know our clients from the very beginning and take the time and care needed to forge long-term relationships. This personalised approach makes sure that we can understand your wider ambitions and objectives for your wealth.
Claire joined the team at Kingsfleet Wealth in 2016 as Practice Manager. Having held previous roles within the financial sector at companies based in London and Bury St Edmunds, Claire’s role incorporates liaising with clients, professional contacts, and platform providers. As Practice Manager Claire is also responsible for managing the Admin Team and the smooth running of the office.
Claire is an active member of her local running club (when not injured!) and competes regularly. She has also completed a number of marathons. In addition she is increasingly involved with parkrun and has recently taken over the role of Event Director for the Bury St Edmunds event.
Our experienced office administrators provide essential support to the advisers.
Client Relationship Support
Cullum joined the Kingsfleet Wealth team in February 2019, bringing with him is experience in the SIPP provider sector. Cullum is involved with liaising with clients and ensuring their requests are dealt with efficiently and effectively.
Outside of work, Cullum is an avid football fan and can often be found either watching or playing. Attempts to stay fit and healthy are made, however he is often the first to move when cake is involved. In his spare time Cullum enjoys spending his time socialising with friends and seeing the world.
Client Relationship Support
Will joins Kingsfleet Wealth having previous experience working in mortgage services and the insurance industry. He is involved in client relationships as well as carrying out various tasks to provide key administrative support to the advisers. Will is currently progressing his way through the four exams required to achieve the CII Level 4 Certificate in Paraplanning.
Outside of work Will enjoys the outdoors, staying active and exercising regularly but is also just as happy spending a rainy day in front of the TV watching back-to-back episodes of his favourite shows.
Client Relationship Support
Kez joined Kingsfleet Wealth in 2018 and has been working as part of the admin team and assisting in the day-to-day running of the office. Previously, she had spent 2 years working for a SIPP provider and is looking forward to expanding her knowledge of the financial services industry.
Kez recently married her husband Matt and they have been enjoying setting up their first home together. In her spare time Kez enjoys being with her friends and family. She loves taking trips to the theatre and trying new restaurants in the local area.
Apprentice Financial Services Administrator
Emily has recently joined Kingsfleet Wealth as part of an apprenticeship scheme, after finishing her A-Level examinations in June 2019. She is looking forward to learning about the financial services industry and becoming part of the Kingsfleet team.
In her spare time, Emily enjoys spending time with her friends and family.
Working closely with Colin to provide administrative support, helping him to make the best use of his time.
Hannah joined the team in January 2018 and, as well as providing administrative support to Colin, is also involved in varied aspects of general administration and HR, to ensure that everything runs smoothly in the Kingsfleet office.
Hannah, her husband, and their three boys love nothing better than to be out and about, as a family, exploring the countryside and coastlines. In a rare quiet moment, Hannah loves to play the piano and enjoys curling up with a good book. She is also an active member of her local church, getting involved with organising events and children's work.