Kingsfleet

Don't miss out on what Colin has to say about the budget and how it may affect you and your finances. There was lots to take in! You can listen back on catch up. #budget2024

We were going to wait for the professional photos… But we can’t wait any longer! Last Thursday evening, we celebrated our success at the MoneyAge awards, where we took home two amazing awards! 🙌 We were honoured to win: - Best Ethical UK Financial Services Provider - Best Charity Partnership We’re especially proud of the Best Charity Partnership award, which we have with St Elizabeth Hospice and Suffolk Community Foundation. The competition was tough, and we triumphed over many larger, well-known companies. We would like to thank the team, clients and everyone who supports us who have made this possible. Stay tuned for the professional photos when they arrive! 📸 #MoneyAgeAwards #EthicalFinance #CharityPartnership #AwardWinners #FinancialServices #ProudMoment #TeamSuccess #CelebratingSuccess #BCorp #Suffolk

Amazing Professional networking lunch today with Suffolk Community Foundation at ICE cafe in Rougham. Great turn out from across Suffolk and interesting talks from Greene & Greene Solicitors and The Gatehouse Charity. Jess Prosser Amanda Bloomfield

We were going to wait for the professional photos… But we can’t wait any longer! Last Thursday evening, we celebrated our success at the MoneyAge awards, where we took home two amazing awards! 🙌 We were honoured to win: - Best Ethical UK Financial Services Provider - Best Charity Partnership We’re especially proud of the Best Charity Partnership award, which we have with St Elizabeth Hospice and Suffolk Community Foundation. The competition was tough, and we triumphed over many larger, well-known companies. We would like to thank the team, clients and everyone who supports us who have made this possible. Stay tuned for the professional photos when they arrive! 📸 #MoneyAgeAwards #EthicalFinance #CharityPartnership #AwardWinners #FinancialServices #ProudMoment #TeamSuccess #CelebratingSuccess #BCorp #Suffolk

As we look ahead to the Suffolk Community Foundation's 20th anniversary in 2025, we’re excited to support the Suffolk Futures Fund, dedicated to empowering charities that help 16-25 year olds in our community. On Thursday 24th October we will be at Seckford Hall Hotel & Spa for an evening of fun and fundraising at the sold out quiz night. We will be testing our trivia knowledge, enjoying great company, and most importantly, support the future of Suffolk’s young people! #SuffolkFuturesFund #QuizNight #Sponsor #20thAnniversary

We are excited to announce that we are sponsoring the Private Client Professionals Networking Event, hosted by Suffolk Community Foundation on Thursday 17th October, at ICE Restaurant in Bury St Edmunds! This event is a fantastic opportunity for professionals to come together, share insights, and build valuable connections. We are honoured to support such an important gathering aimed at discussing key issues affecting private clients. We look forward to seeing everyone there and contributing to the conversation that help drive our industry forward! #Networking #PrivateClientProfessionals #EventSponsor

Lovely evening last night at FIPS (Financial, Insurance Professional Services) and good to see so many from the sector in one room. Great food cooked up at CHEF'S WHITE'S LTD by the talented training Chefs at Suffolk New College. Definitely worth a visit! Thank you to all our guests who may the evening so enjoyable to Peter Basford and Anette Haug Gilham for organising it. #networking #goodfood #financialservices

We believe mental health is vital to personal and professional well-being. As a Certified B Corp, we are committed to fostering a culture that values mental well-being, both in our workplace and in the broader community. That’s why Orla, our Chief Biscuit Muncher, is part of the team! 🐶 Studies show that dogs in the workplace can reduce stress and boost morale, and we certainly agree. In line with our commitment, we’re proud that two of team members, Jess and Hannah, are currently part-way through a Mental Health First Aid course. #WorldMentalHealthDay #BCorp #OrlaTheDog

Dealing with the financial aspects of bereavement can be overwhelming. It’s easy to feel lost in the paperwork, tax rules, and pensions while trying to grieve. In this article, our Financial Planner, Louise Gladwell, covers some key steps to take during this difficult time, including: - Managing the estate - Understanding Inheritance Tax - Accessing and managing pensions - Financial planning for the future These are important areas that can ease the burden on you and your family and help secure your financial future after a loss. Having the right advice from a solicitor or financial adviser can make all the difference. 🔗 Read the full article on page 12 of FlyerOnline https://lnkd.in/eshEYEh9 #FinancialPlanning #EstateManagement #InheritanceTax

With just two weeks until the MoneyAge Awards 2024, we’re eagerly awaiting the announcement of the winners on Thursday, 17th October! We’re incredibly proud to be shortlisted across THREE categories: 1️⃣ Small to Medium Wealth Management Firm of the Year 2️⃣ Ethical Financial Services Provider of the Year 3️⃣ Best Charity Partnership of the Year These nominations are a testament to our team's commitment, development and continual improvement, as well as our ongoing journey as a certified B Corp. Every step we take is driven by our dedication to making a positive impact on our clients and the wider community. Stay tuned for the results – and thank you all for your continued support! 🏆 #MoneyAgeAwards #Shortlisted #Bcorp #TeamRecognition