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A comprehensive service for clients

We understand that certain circumstances call for complex financial decision-making – and as a professional, you’ll want to ensure your clients receive the best possible advice. We regularly work with lawyers, accountants and other professional advisers to provide their clients with specialist support when they need it most.

As a long-standing member of SIFA, you can have confidence in referring your clients to us, safe in the knowledge that they’ll receive a quality, comprehensive service.

How we help

The areas of advice where we can support include:

Divorce or separation

We can help your clients understand more about different financial agreements and how that might impact their individual finances.

Estate planning

We can support clients who are looking to explore leaving a legacy and would benefit from help in planning their estate.

Inheritance Tax planning

We can recommend solutions designed to help minimise a client’s Inheritance Tax liability.

Retirement planning

We are retirement planning specialists, experienced in helping people achieve their retirement goals and maintain the lifestyle they desire.

The sale of a business

If your client is considering selling their business, we can advise on whether they have ‘enough’ to do so.

Managing an inheritance

We can advise clients who have received an inheritance on how best to use it to further their financial and life goals.

Kingsfleet are friendly yet professional and enormously knowledgeable, delivering advice in a sensitive way, taking account of the needs of clients at all times.

Denise Head, Bates Wells and Braithwaite Solicitors

I feel that Kingsfleet offer an honest and ethical approach to advising clients, backed by excellent research and experience and with a constant aim of improving their service.

Peter Glading, Larking Gowen

I learn something new every time I sit in a meeting with any of the Kingsfleet team; the depth of their knowledge is substantial.

Andrew Driver, Beatons Group

Kingsfleet offer sound and pragmatic advice, delivered in a manner that is clear and appropriate to the client. They demonstrate patience and empathy to our clients who may be elderly or not versed in dealing with investment matters.

Anon

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.