About Us
Our job is to help our clients achieve their financial goals and maintain the life they want.
We are independent, which means we can provide advice on the full range of investment products and providers without any bias.
By making a fair and comprehensive analysis of all relevant products and solutions we will find the right combination that is appropriate for each clients circumstances and needs.
Employee Wellbeing
The health and wellbeing of each member of the team is a top priority at Kingsfleet Wealth. We strive to make life at work a source of personal fulfilment and continually collect and respond to employee feedback.
As a local family business, we genuinely care about each member of our team. We also understand that employees with higher levels of wellbeing are more engaged and productive and will ultimately deliver a better service to our clients.
To support our employee wellbeing, we have the following policies and processes in place:
- A Friendly Working Environment
The best kind of workplace for positive wellbeing is one in which employees feel comfortable. Many of the visitors to our office remark on the welcoming, friendly and calm atmosphere that they notice when they visit us. - A Positive Mental Health Workplace
We talk openly about mental health and encourage all staff to seek help if they need it. We have a Wellbeing Statement and strategy in place. One of our team is now fully trained as a Mental Health First Aider having completed a course with Three Eggs. - A Healthy Working Environment
To ensure proper illumination of working spaces as well as saving energy, our offices are fitted with highly efficient LED lights. We also provide a wide selection of top-quality teas, coffee, soft drinks and fresh fruit, available for all staff as well as external visitors to our office. - An Ergonomic Workplace
We continually seek to provide an optimal workspaces for our employees in terms of health and wellbeing. - A Family-Friendly Workplace
We support our working parents and have policies to help to balance and benefit both work and family life. We have recently formalised our home working policy, enabling staff to work efficiently whatever their circumstances and juggle the pressures of work/life balance. - A Low-Carbon Office
Since 2019, each year we have received accreditation at Silver Level by the Suffolk Charter Panel, recognising our efforts to monitor and reduce our carbon emissions.
Awards and Accreditations
Our experience and expertise, together with our pledge to provide the best possible service for our clients, is underpinned by the recognition of specialist professional bodies.
Find out more about our awards and accreditations
Careers
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