Our experience and expertise is underpinned by our membership of specialist professional bodies such as:
- Chartered Financial Planners
Our renewed Chartered Status for 2019 (validated every year since 2011), evidences that customer focus remains at the very heart of all that we do.
- 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’.
- 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.
We are always well informed of issues relevant to legal professionals and their clients.
- STEP Certificate for Financial Services – Trusts and Estate Planning
Enabling us to work more effectively with solicitors and offer a truly integrated service.
- The Leaders Council of Great Britain and Northern Ireland
We were invited to join The Leaders Council in 2018, joining other members from across the country, from a variety of professional backgrounds. What unites us is a commitment to uphold best practice in our professional dealings and a desire to contribute to the public policy arena through intelligent discussion.
Kingsfleet Wealth are delighted to have been selected as a finalists in both local and national awards in 2018 and 2019; celebrating excellence, professionalism and innovation in the personal finance space plus recognising our dedication to customer care:
- Investment Life & Pensions Moneyfacts Awards
shortlisted as Investment Adviser of the Year in 2018, 2019 and 2020
and Tax and Estate Planner of the Year in 2019 and 2020
- Suffolk Business Awards
shortlisted as Customer Care Finalists in 2019
- MoneyAge Awards
shortlisted as Financial Adviser of the Year in 2018, 2019 and 2020
We were also finalists in 2015 & 2016 New Model Adviser shortlist for the Eastern Region.
Suffolk Carbon Charter – Silver Level
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.