Chartered Financial Planners
We are proud to have been awarded the prestigious Chartered Financial Planners accolade by the Chartered Insurance Institute (CII), having held it since 2011.
As Chartered Financial Planners we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
In choosing a Chartered firm you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support.
SIFA Trusted Adviser
As a long-standing member of SIFA we are always well informed of issues relevant to legal professionals and their clients. SIFA’s close connection with the legal profession and the Law Society supports our working relationships with solicitors and enables us to offer clients an holistic professional service and bridge the overlap between legal and financial advice.
Chartered Institute for Securities and Investment
We are part of the global professional body for those who work in the financial and investment industry, which set the standards of conduct and ethics.
Leaders of Great Britain
Leaders of Great Britain is a membership organisation which brings together senior figures from a cross-section of British industry through an online platform and high-profile events. It recognises and honours the hard work of the nation’s unsung leaders by creating a dedicated space for its members to showcase their achievements, while simultaneously creating live events which aim to inspire, motivate and empower Britain’s most distinguished leaders. Learn more about this organisation here
Suffolk Carbon Charter - Gold Level
The Carbon Charter is awarded to organisations that are monitoring and reducing their carbon emissions. The Gold Charter is only awarded to organisations deemed to be exemplifying best practice in terms of demonstrating significant reductions in carbon emissions and championing the environmental agenda.
Certified B Corporation
Certified B Corporations, or B Corps, are companies that have been verified to meet high standards of social and environmental performance, transparency and accountability. Our B Corp certification demonstrates our commitment to positively impacting all of our stakeholders – our clients, our employees, our community and our planet. Learn more about our certification here.
Cyber Essentials Certified
Cyber Essentials is an independently verified accreditation, demonstrating and reassuring our clients that we take their cyber security seriously.
The process follows a self assessment against five basic security controls, and a qualified assessor verified the information provided.
Menopause Workplace Pledge
Kingsfleet alongside Suffolk Chamber of Commerce are supporting Wellbeing of Women’s campaign by signing their Menopause Workplace Pledge.
Women make up nearly half of the UK workforce, but around 900,000 have quit their jobs because of the menopause. We are ensuring all our female team members feel supported by committing to this pledge.
Suffolk Chamber of Commerce - Gender Equality in Business Pledge
We are proud to have signed the Gender Equality in Business Pledge.
The pledge outlines a set of commitments that businesses can use to assess where they are today, and to commit publicly their support for gender equality in the workplace. We are working alongside Suffolk Chamber of Commerce to acknowledge and advance equality in our business, in particular at board and senior management level as well as supporting equality and diversity through all staff training.
Our recent awards
New Model Adviser Top 100
Our consistent appearance in the New Model Adviser Top 100 list – every year since 2016 – endorses us as one of the ‘best financial planning firms around the country’. We were also finalists in the 2015 & 2016 New Model Adviser shortlist for the Eastern Region.