Who we work with
Proud to serve the Suffolk community, we work best with people who are…
We all want to be able to do more of the things we love, without worrying about the impact on our finances. We’re here to help remove those barriers to spending your time and money how you want to, so you can be free to focus on the things that really matter.
We are award-winning, independent financial planners committed to helping people make the most of their money. Whatever your goals for the future, we’ve got a solution to help you succeed.
Meet the team
We’re a close-knit team committed to giving our clients the best possible experience. Come and get to know us a bit better.
Jenny, Kingsfleet client
The value you receive
You just have to hear from some of our happy clients to understand the value and positive impact our service can have. Here are what some of the people we’ve worked with have got to say.
of clients believe that working with us is helping them to achieve their future plans
of people would recommend us to others such as their family, friends and work associates
of clients said that they had already recommended us to others
Suffolk Money Podcast
There are only three things you can do with money: You can spend it, you can give it away, or you can save it. This podcast, supported by Kingsfleet, looks at how these activities are carried out within Suffolk and the people behind it. From exciting entrepreneurs to large employers and from neighbourhood projects to charities dealing with massive issues. We also explore money saving tips and the world of investments too.
Our awards & accreditations
We’re proud to have been widely recognised for our achievements throughout the industry.