Meet the Advisers
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.
Colin formed Kingsfleet Wealth in 2010, having worked in financial advice since 1993, training IFAs on various investment, pension and inheritance tax planning arrangements.
He is a Chartered Financial Planner and holds many specialist qualifications, including the Financial Planning Certificate with STEP, plus accreditation from the Society of Later Life Advisers. In 2013 he completed a Master’s Degree in Financial Planning and is one of only 30 individuals across the country to do so.
Meet the Admin team
We have four experienced office administrators providing essential support to the advisers.
Claire joined the team at Kingsfleet Wealth as Client Relationship Manager. Having held previous roles within the financial sector at companies based in London and Bury St Edmunds, Claire’s role incorporates liaising with both clients, professional contacts, and platform providers.
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.
With a previous career in high end sales and Account Management, George joined Kingsfleet Wealth with a goal in mind and is currently studying for his Diploma in Financial Planning. As George continues with his studies he is working within all areas of the business and helping to support the team.
Hannah joined the team in January 2018 and works closely with Colin to provide administrative support, helping him to make the best use of his time. Hannah is also involved in varied aspects of general administration to ensure that everything runs smoothly in the Kingsfleet office.
Hannah moved to Suffolk seven years ago with her husband. They have three boys and love nothing better than to be out and about, as a family, exploring the countryside and coastlines; they enjoy family cycle rides, trips to the beach and the odd game of football, which could take place anywhere! 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.
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 two 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.
Having joined Kingsfleet Wealth in 2017, Jen is involved with a variety of administrative and clerical tasks, ensuring the efficient and smooth day-to-day operation of our office.
Jen enjoys spending her spare time with her two young children and socialising with friends and family.