We recently (30 June, 2015) celebrated Kingsfleet Wealth’s 5th Anniversary with our business partners. We had a breakfast meeting at the Angel Hotel in Bury St Edmunds and a lunch meeting at the Ipswich and Suffolk Club in Ipswich that included a seminar, which was eligible for one hour’s SRA CPD.
Our guest speaker was Ian Muirhead, who is a qualified Solicitor and founder of SIFA; which is an organisation that assists Financial Planners working with Legal and Accountancy firms. Our focus was to update on how Kingsfleet Wealth has grown over the last five years to where it is today. The presentation also demonstrated the key benefits we have provided by going over a few case studies.