Helping people do more of what they love
Life is too short to not spend it the way you want. We believe great financial planning is all about giving you the tools to take control and live life on your terms – spending your money and your time however you wish. We exist to help our clients do exactly that.
Our name not only refers to Colinā€™s primary school, but is also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338. Every day we set out on our own expedition; to guide our clients towards their financial goals, and to educate them into making more informed choices.
Our values
Honesty
We tell our clients what they need to hear for their own best interests.
Integrity
We do the right thing by people, and always do the things we promise.
Transparency
We are open in how we work together and how we charge for our services.
Our history
2010
Kingsfleet is established
2011
Kingsfleet achieves Chartered status
2013
The Kingsfleet Community Fund is established
2013
Kingsfleet sponsors the Felixstowe Book Festival; an event weā€™ve continued to support every year since
2013
Colin gains a Masters Degree in Financial Planning
2014
Kingsfleet moves premises, from Dedham to Claydon
2015
Colin raises funds for Homestart in the Jail and Bail event
2015
Kingsfleet hosts its first Later Life Matters seminar
2015
Colin features on the Income Portfolio Panel hosted by Investors Chronicle
2016
Kingsfleet holds its first Investment Seminar, for clients, solicitors and accountants
2017
Kingsfleet sponsors Suffolk Remembers; an event weā€™ve continued to support every year since
2017
Colin raises funds for Suffolk Mind and Suffolk Age UK by walking the 15 mile London Monopoly Board
2018
Colin meets HRH The Earl of Wessex through the Suffolk Community Foundation
2019
Kingsfleet sponsors the Alton Water Run for the third year running
2019
Kingsfleet becomes a member of The Parliamentary Review
2020
Kingsfleet achieves Carbon Charter accreditation at Silver level
2022
Kingsfleet sponsors St Elizabeth Hospiceā€™s Big Hoot Art Trail
2022
Kingsfleet becomes a B Corp
2023
Kingsfleet achieves Carbon Charter accreditation at Gold level
2024
Kingsfleet wins twice at the MoneyAge Awards, taking home Ethical Financial Services Provider of the Year and Best Charity Partnership of the Year for our work with The Kingsfleet Community Fund, the Gary Gladwell Fund and St Elizabeth Hospice.
2024
Kingsfleet wins at the East Anglian Business Awards, taking home Small Business of the Year and Customer Excellence Award.
2024
Kingsfleet is among Citywire New Model Adviserā€™s Top 100 for 2024.
2025
Kingsfleet celebrates 15 years in business, marking the milestone with a party for the team, clients and friends of the firm.
2025
Kingsfleet appoints Lou Gladwell as a financial planner.
2025
Kingsfleet is among Citywire New Model Adviserā€™s Top 100 for 2025 for another year.
2026
Kingsfleet moves to a new office in Claydon.
2026
Kingsfleet appoints Will Horrex as a financial planner.
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.