Introduction to Wealth Management Planning

Kingfisher Financial Planning understands my financial situation clearly and guides me to having a realistic portfolio to bring in an income, they understand my attitude to risk, and keep an eye on any potential problem and if necessary contacts me. They are very approachable and makes sure I fully understand any suggestions they make.

The Kingfisher adviser is a naturally good natured and friendly person. He is easy to approach and easy to get on with. He is generous with his time and ensures that he understands all aspects of one’s financial situation. I find it as simple to communicate with him in person, by phone or in emails and he is always warm and welcoming when I visit his office. After digesting all the information and understanding my needs and my restraints, his great experience then comes to play as he is able to offer sound and well thought through solutions to all my queries and worries. He is not pushy or demanding like some FA tend to be.

Kingfisher Financial Planning takes a lot of time and patience to fully explain every imaginable detail. They are always ready to go the extra mile both professionally and personally while maintaining their ethical and professional principles. I would not hesitate to recommend them to family and friends. They are honest, reliable and transparent in their dealings.

Kingfisher Financial Planning has advised our family for a number of years now, since about 1998 actually. We value very highly their honesty and integrity and I would have no hesitation in recommending them as trusted financial advisers.

Kingfisher Financial Planning has a good understanding of my attitude to risk, and that of my husband and is very good at balancing our differing views and needs!  He was thorough in his approach and regularly update us on our investments, and encourage us to review our needs. They are always professional, quick to respond and takes time to explain various investment options that we might consider.

One of the drop downs below asks for Kingfisher Financial Planning 's best quality I could have chosen virtually all of the options. Good friends recommended Kingfisher to us and we have been delighted with our working relationship. The diligent research that has been done on our behalf, the patience shown, the ability to empathise (a special quality) and crucially the sound advice they have given us mean that we would be happy to recommend Kingfisher Financial Planning as financial advisers.

Kingfisher Financial Planning has been helping my mother in the first instance and myself (her son) over the last 5 years. I have been deeply sceptical of Financial Advisors having had a number of bad experiences including one where I could have been in serious trouble with the tax authorities and seen various schemes cost me more than generate additional income. Over the years I have learned to trust Kingfisher Financial Planning a great deal, mainly thanks to their affable approach, listening, subtle challenges, transparency of costs and remarkable patience.