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Welcome to Kingfisher Financial Planning, Independent Financial Advisers in Trowbridge, Wiltshire

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01225776652 or complete our short enquiry form and we'll be pleased to help you.


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Tax Bookshop

Kingfisher Tax bookshop has teamed up with Taxcafe to bring you a variety of useful resources to help you pay less capital gains...

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Free First Consultation

No obligation, confidential first meeting in our offices during normal practice hours.

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Customer Survey

We would very much appreciate any comments or suggestions you might have to help us further improve the service we provide.

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Our Areas Of Expertise

    • Investment Planning

      When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments

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    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    • Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed

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    • Life and Ill Health Insurances

      The main purpose of Life Insurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.

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    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances

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    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions

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