Kingsfleet Wealth

Kingsfleet Wealth is an independent financial planning firm that provides financial advice and support to individuals in Suffolk.
  • Investment advice
  • Cashflow planning
  • Financial planning
  • Retirement planning
  • Ongoing financial reviews

Size
Small
Phone
01473 744724
Email
Available in Endole App
Locations
Claydon Court, Old Ipswich Rd, IP6 0AE
01473744724
8:30 - 17:00
Digital Popularity
Social Media
Competitors
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True Potential Wealth Management LLP
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True Potential Wealth Management
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Company Details
Kingsfleet Wealth is operated by Kingsfleet Wealth Limited and is a Active company incorporated on 20 October 2009 with the registered office located in Ipswich, Suffolk. Kingsfleet Wealth Limited was registered 15 years ago.

Status
Active
Size
Micro
Directors
4
Age
15 years old
Employees
12
Turnover
Unreported
Total Assets
£406.72K
Cash in Bank
£317.59K
Total Liabilities
-£57.26K

Director • Financial Planner • British • Lives in England • Born in Sep 1968
Director • British • Lives in England • Born in May 1998
Director • Secretary • British • Lives in England • Born in Mar 1971
Mrs Melonie Margaret Low
PSC • British • Lives in England • Born in Mar 1971
Mr Colin Ian Low
PSC • British • Lives in England • Born in Sep 1968
Teams
All
8
Finance
7
Administration
3
Management
2
Office Manager • Joined May 2021
Managing Director And Chartered Financial Planner • Joined Apr 2010
Financial Planner • Joined Apr 2020
Financial Services Administrator • Joined Dec 2020
Financial Services Administrator • Joined Oct 2024
Business Adviser • Joined Nov 2016
Trainee Financial Planner • Joined May 2023
Paraplanner • Joined Sep 2019
Managing Director And Chartered Financial Planner • Joined Apr 2010
Financial Services Administrator • Joined Dec 2020
Financial Services Administrator • Joined Oct 2024
Business Adviser • Joined Nov 2016
Trainee Financial Planner • Joined May 2023
Financial Planner • Joined Apr 2020
Paraplanner • Joined Sep 2019
Office Manager • Joined May 2021
Financial Services Administrator • Joined Dec 2020
Financial Services Administrator • Joined Oct 2024
Office Manager • Joined May 2021
Compliance & Processes Supervisor