Recognising a true commitment to excellence

Financial Planning: Kingsfleet

Alongside ‘Small Business of the Year’ and ‘Customer Excellence’ at the EADT Business Awards, and ‘Adviser Firm of the Year for Midlands and East Anglia’ at the Professional Adviser Awards, Kingsfleet added three national honours to its collection last year.

For the eighth year running, we were named in the ‘New Model Adviser Top 100’ list by Citywire – a globally recognised platform for financial professionals – endorsing us as one of the best financial planning firms around the country. Meanwhile, at the MoneyAge Awards, the business was named ‘Ethical Financial Services Provider of the Year’ and ‘Best Charity Partnership of the Year’.

This growing list of industry accolades, across a range of categories, is a significant achievement and indicative of how committed we are to ethical and responsible wealth management.

High standards

Since our inception in 2010, we’ve always pushed ourselves to do business in the right way, and our accreditations reinforce our commitment to integrity and quality.

In 2022, we became a fully certified ‘B Corporation’ thereby joining a global community of organisations that are determined to use business as a force for good. These are companies that have been verified to meet high standards of social and environmental performance, transparency and accountability. Our certification as part of that group demonstrates a dedication to positively impacting all our stakeholders – our clients, our employees, our community and our planet.

We believe that we should use our influence and finances to benefit society in a way that reaches wider than just the sector in which we function.

Becoming a B Corp cemented our resolve to improve every aspect of our business, so that we can truly verify and demonstrate that we exist not solely for profit, but with a purpose of doing good within our community and for society as a whole.

Moving forward

Kingsfleet is a growing business with high standards, centred around providing dependable, compassionate and expert advice to those who need it most.  

With its extensive list of awards and accreditations, it continues to set a benchmark in the wealth management sector, offering clients trusted financial guidance rooted in transparency and social responsibility.

However, this is by no means the end of the growth journey.

We delight in seeing people thrive, and we will continue to review and examine each aspect of our work to see if there is anything more we can do to improve – always putting clients first and staying true to our values.

Photo of Colin supplied by Simply C