Kings Court Financial Planning LLP

KC
Financial Advisors

Kings Court Financial Planning LLP

Arlington House, Trowbridge BA14 8HQ
# Kings Court Financial Planning LLP

Kings Court Financial Planning is an independent, fee-based financial advisory firm based in Trowbridge, Wiltshire, serving individuals and organisations across the South West. They specialise in personalised financial planning and asset management, taking a goal-driven approach that prioritises understanding clients' unique circumstances, values and life objectives.

The firm distinguishes itself through genuine relationship-building rather than generic solutions. Their planners invest time in listening to clients before applying straightforward financial principles to structure affairs that support short, medium and long-term goals. This commitment to demystifying financial complexity ensures clients maintain full control over their financial futures.

Kings Court serves a broad client base, from those planning for retirement and later life to individuals seeking wealth management and tax-efficient strategies. They also cater to those with specific concerns such as care fees planning, equity release and estate planning.

What sets them apart is their commitment to values-driven advising. The firm actively supports charitable initiatives through People against Poverty and Business against Poverty, reflecting their core principles of integrity, authenticity and customer satisfaction. They additionally offer specialist guidance in ethical and socially responsible investing, alongside biblical money management—a unique niche demonstrating their dedication to values-aligned financial planning.

Their multi-layered service offering, from online financial planning to complex estate planning, provides flexibility for different client needs and engagement preferences.
Services offered
Online Financial PlanningWealth ManagementRetirement Income PlanningGoal-Based Financial PlanningCare Fees and Equity ReleaseEthical and Socially Responsible InvestmentEstate PlanningTax Saving Strategies
Location
Arlington House, Trowbridge BA14 8HQ

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