Category: News

Jenny Williams’ SOLLA Success

We are happy to inform you that Jenny Williams who is one of our financial advisers received her full accreditation from the Society of Later Life Advisers at the end of August.

We believe that this achievement will assist providing our clients with high quality and specialist advice that will be easily accessible.

Read more of “Jenny Williams’ SOLLA Success”

5th Anniversary Celebration

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.

Read more of “5th Anniversary Celebration”

Later Life Matters

‘Later Life Matters’ was an event that was organised by Age UK in conjunction with Blocks Solicitors and Kingsfleet Wealth.

It included talks by subject matter experts along with some refreshments and time for questions afterwards. It was held at 2 different venues in Ipswich and Felixstowe respectively, with over 60 people attending!

Read more of “Later Life Matters”