Going through a major life event

Supporting you through and beyond your challenges

Sometimes life deals us difficult hands which can have a significant impact on our finances. If you’ve recently been through a major event such as a divorce, separation or bereavement, you might be feeling worried or unsure of what steps to take next.

We can help you navigate the challenges you’re facing at this time and move forward at a pace that feels right for you. Through tailored support, we’ll help you gain confidence and get on the right track towards achieving your goals.

How we help

Together we will build a bespoke financial plan that will help you…

Find your feet

We’ll give you the space and support you need to find your feet and deal with any immediate financial concerns on your plate.

Understand your position

We’ll help you make sense of things like your pension and how your new circumstances might have impacted it.

Establish your goals

Together we’ll sit down to reassess and refocus your goals for the future, be it retirement or something else.

Plan your future

Using cashflow modelling tools, we can explore different scenarios and help you make more informed choices going forward.

Join things up

We’ll work with your other professional advisers, such as accountants and solicitors, to ensure a joined-up approach.

Gain peace of mind

Most importantly, we’ll be by your side throughout the challenging times. Support, guidance, advice – we’re here to help.

Kingsfleet has helped me by dealing with my finances in a most efficient, pleasant and friendly way. Nothing is too much trouble.

Mrs MS

As my financial needs have changed Colin has been able to change my investment strategy for me, so I’ve been very pleased with what he’s done. Colin is very reliable, his integrity is good and he always does what he sets out to do for me.

BT

They sorted out my financial affairs and retirement, investments, pension and savings with efficiency, friendliness and empathy.

RC

Our awards & accreditations

We’re proud to have been widely recognised for our achievements throughout the industry.

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Get in touch

Take the first step towards the future you want. Simply contact us to find out more about how we can help.