In the esteemed MoneyAge Awards, the Claydon-based business has been recognised as a finalist in the categories: Micro Wealth Management Firm and Micro Financial Adviser Firm. These nominations are a testament to the company’s expertise in delivering tailored wealth management and independent financial advice, designed to empower clients to achieve their financial aspirations.
Furthermore, Kingsfleet’s exceptional proficiency in tax and estate planning has been acknowledged through its 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 Kingsfleet’s unparalleled acumen in navigating complex financial landscapes, ensuring optimal tax efficiency, and crafting meticulous estate planning strategies.
Kingsfleet’s commitment to excellence extends beyond financial services, and testament to this came today (Wednesday 23 Aug) when the East Anglian Daily Times confirmed Kingsfleet had reached finalist stage in the Customer Excellence and Small Business of the Year categories in the EADT Suffolk Business Awards. These nominations pay homage to Kingsfleet’s dedication to delivering exceptional value to its clients and its significant contribution to driving economic growth and innovation within the Suffolk region.
Colin Low, Founder and Managing Director of Kingsfleet 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.”
Reaching the finalist stage of these awards reinforces the company’s commitment to ethical practices shown by its 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).
The winners of The Moneyfacts Investment Life & Pensions Award will be revealed on the 20th September and the EADT Awards results will come a week later on the 28th September. The Money Age Awards will be announced on the 12th October.
