We are delighted to announce that as of today (23 August) we now stand as finalists in five esteemed award categories, spanning the financial landscape.
These nominations underscore our unwavering dedication to excellence, ethical and innovative financial solutions, and our commitment to clients’ financial well-being.
In the esteemed MoneyAge Awards, we have been recognised as a finalist in two pivotal categories: Micro Wealth Management Firm and Micro Financial Adviser Firm. These nominations are a testament to our expertise in delivering tailored wealth management and independent financial advice, designed to empower clients to achieve their financial aspirations.
Furthermore, our exceptional proficiency in Tax and Estate Planning is acknowledged through our nomination as a finalist for the prestigious title of Tax and Estate Planner of the Year in the distinguished Moneyfacts Investment Life & Pensions Awards. This recognition reflects our unparalleled acumen in navigating complex financial landscapes, ensuring optimal tax efficiency, and crafting meticulous estate planning strategies.
Showing that our commitment to excellence extends beyond financial services, we have been nominated as a finalist in two prominent categories in the prestigious EADT Suffolk Business Awards: Customer Excellence and Small Business of the Year. These nominations pay homage to our dedication to delivering exceptional value to our clients and our significant contribution to driving economic growth and innovation within the Suffolk region.
Colin says “Kingsfleet’s success lies in our commitment to our client’s financial wellbeing, education of staff, and a focus on ethical finance. Before setting up Kingsfleet, I worked in other financial firms and noticed too much focus was on profit, rather than providing value to their clients, so I started Kingsfleet with the vision of providing financial advice on an ethical basis. Our five values are based around this goal. So, these nominations validate our unwavering dedication to creating positive financial outcomes for our clients and contributing to the community. We are honoured and look forward to the awards ceremonies.”
The finalist awards, add to the existing recognition of our commitment to ethical practices by previous achievements such as Chartered status, MSc in Financial Planning, and certifications from reputable institutions like the Society of Trust and Estate Practitioners (STEP) and Society of Later Life Advisers (SOLLA).
We will hear about the results for the Money Age awards on the 12th October, The Moneyfacts Investment Life & Pensions Award on the 20th September and the EADT Awards on the 28th September.