Kings Court Financial Planning L.L.P., providing independent fee-based financial advice throughout the UK

King's Court Financial Planning L.L.P.

Arlington House
72 Fore Street
Trowbridge
Wiltshire
BA14 8HQ

We also have an office at Bristol
Create Centre
Smeaton Road
Spike Island
Bristol
BS1 6XN

Please address all correspondence to our Trowbridge office.

T: 01225 777343

F: 01225 777894

E: enq@kcfp.co.uk

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Wealth Management

Wealth management means different things to different people – it depends on your interpretation of ‘wealth'. For Financial Planners, it encompasses all your assets, whether they be cash, property or investments.

Our Wealth Management service is designed for private clients (individuals, couples and families), companies and organisations. It enables them to:

create, enhance and preserve wealth
use that wealth to achieve goals more effectively

We take the following initial steps:

Assessing the categories of wealth you already have
In depth goal planning
Understanding your attitude to risk to help us to deliver a solution within your risk profile

We then use lifetime cash flow planning to:

ascertain whether your wealth will allow you to achieve your goals
highlight planning areas that need addressing
propose changes to ensure you do not run out of wealth during your lifetime

We do not operate an in-house discretionary management service. As independent practitioners we are able to offer a much more varied asset management service.

Part of wealth management may well include us providing some form of investment advice.

King's Court Financial Planning L.L.P.
Registered Address:
Arlington House, 72 Fore Street, Trowbridge, Wiltshire, BA14 8HQ
Registered in Cardiff, No. OC02355

King's Court Financial Planning L.L.P. is an appointed representative of Wiltshire Financial Management Ltd., 20 Fore Street, Westbury, Wiltshire BA13 3AX which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do).

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