Suffolk

A proud Suffolk business

Kingsfleet Wealth was founded by Colin Low in 2010. Over the last eleven years the business and the team has grown, and we’re proud to consistently appear in New Model Adviser Top 100 list, endorsing us as one of the ‘best financial planning firms around the country’.

Our purpose is to help our clients reach their financial goals and maintain the life they want, through intelligent, bespoke Independent Financial Advice

Our pledge, to get to know our clients from the very beginning and, our on-going commitment to forging long-term relationships, remains the very cornerstone of our service.

Supporting our Community:

We are a team that really values our roots – as a proud Suffolk business born and bred – and are particularly proud of the contribution that the business makes to the wider Suffolk economy.

We frequently get involved with local events that support our community and education. Over the last eleven years we’ve raised funds for various charities by: running marathons, 10K and 5K races; being ‘Jailed and Bailed’; walking the 15 mile London Monopoly Board; not to mention participating in Midnight Walks and Woolly Pully Days!  

As staunch supporters of Suffolk, we are also proud sponsors of fantastic local annual events – such as The Felixstowe Book Festival and St Elizabeth’s Hospice’s Suffolk Remembers – and projects, including the wonderful landmark documentary Life on the Deben.

We also have our own Charitable Trust through the Suffolk Community Foundation where we support educational causes in Suffolk.

Our accreditations:

Underpinning our experience and expertise with our continued membership of many specialist professional bodies, we strive to offer the best possible service to our clients. As well as endorsing our professionalism, these memberships enable us to work more effectively with solicitors and accountants, and our clients benefits from a truly integrated service.

  • Chartered Financial Planners
  • New Model Adviser Top 100 – every year since 2016
  • Chartered Institute for Securities and Investment
  • SIFA – Members of Solicitors Impartial Financial Advice group
  • STEP Certificate for Financial Services – Trusts and Estate Planning
  • Society of Later Life Advisers (SOLLA)
  • The Leaders Council – Member since 2018

Our achievements:

In recent years, we’ve been delighted to have been selected as finalists in both local and national awards; recognising our professionalism and innovation in the personal finance space, plus our dedication to customer care. We have been shortlisted as:

  • Professional Adviser of the Year Finalists for 2020
  • Investment Adviser of the Year in 2018, 2019 and 2020 for the Investment Life & Pensions Moneyfacts Awards
  • Customer Care Finalists in 2019 Suffolk Business Awards
  • Financial Adviser of the Year in 2018, 2019 and 2020 in the MoneyAge Awards
  • Finalists in 2015 & 2016 New Model Adviser shortlist for the Eastern Region.

We also champion sustainability with Carbon Charter and are delighted to have received Silver Level accreditation; in recognition for good practice carbon. 

Looking to the future

We want to continue improving our services through digitisation, more training and by ensuring our workplace remains a happy place in which to work. As we make our service more accessible and keep up-to-date with technological developments, we look to the future with great excitement as we anticipate what lies ahead. We fully appreciate our clients and the privileged position to build such close relationships with individuals and their families. We pledge to continue to anticipate your requirements and exceed your expectations.