Our Accreditations

Our Accreditations

Our experience and expertise, together with our pledge to provide the best possible service for our clients, is underpinned by the recognition of specialist professional bodies such as:

Chartered Financial Planners

Kingsfleet Wealth are proud to have been awarded the prestigious Chartered Financial Planners accolade by the Chartered Insurance Institute (CII) every year since 2011.

As Chartered Financial Planners we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

In choosing a Chartered firm you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support.

SIFA

As a long-standing member of SIFA we are always well informed of issues relevant to legal professionals and their clients. SIFA’s close connection with the legal profession and the Law Society supports our working relationships with solicitors and enables us to offer clients an holistic professional service and bridge the overlap between legal and financial advice.

New Model Adviser Top 100

Our consistent appearance in New Model Adviser Top 100 list, for three consecutive years since 2016, endorses us as one of the ‘best financial planning firms around the country’. We were also finalists in 2015 & 2016 New Model Adviser shortlist for the Eastern Region.

Chartered Institute for Securities and Investment

We are part of the global professional body for those who work in the financial and investment industry, which set the standards of conduct and ethics.

STEP 

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Our affiliation here enables us to work more effectively with solicitors and offer a truly integrated service.

The Leaders Council of Great Britain and Northern Ireland

Membership is offered to those who have played a key role in previous Parliamentary Review publications and to those who have a great deal to contribute to public discourse. This give us a unique platform to discuss current and proposed legislation going through Parliament.

Suffolk Carbon Charter

We are delighted to have received Charter Panel approved accreditation at Silver Level. The Carbon Charter is awarded to organisations that are monitoring and reducing their carbon emissions. The Silver Level is only awarded to organisations that, in addition to implementing measures to manage and reduce energy use, have implemented measures that will lead to clear reductions in carbon emissions in the longer term.

Recent Awards

Kingsfleet Wealth are delighted to have been selected as a finalists in both local and national awards in 2018, 2019 and 2020; celebrating excellence, professionalism and innovation in the personal finance space plus recognising our dedication to customer care:

For more information or to book your first meeting, please contact us today.