Business Details
Your Trusted Financial Advisers in Trowbridge
At King's Court Financial Planning, we serve clients with integrity, understanding, and accountability, prioritising service as the foundation of our business. We assist individuals, families, charities, and businesses in achieving financial goals by creating, enhancing, and stewarding wealth, providing peace of mind through tailored solutions. Our approach begins with building strong relationships between clients and financial planners, ensuring a deep understanding of each client's aspirations, financial means, and constraints. Our process involves two stages: first, analysing current financial circumstances to determine alignment with future goals using specialist computer modelling, and second, implementing client instructions swiftly and cost-effectively.We provide unbiased, straightforward advice, ensuring clients fully understand recommendations and their implications. Regular reviews maintain progress towards goals, while our online financial planning service offers flexible communication options. Regulated by the Financial Conduct Authority, we combine technical expertise with a commitment to community initiatives through partnerships with People against Poverty and Business against Poverty. Our mission remains to demystify financial complexities, empowering clients to maintain control of their financial futures.
Services
Financial Planning
Wealth Management
Tax Saving Strategies
Retirement Income Planning
Estate Planning
Equity Release
Ethical Investment
Biblical Money Management
Online Financial Planning
Mortgage Planning
Highlights and features
- We offer personalised financial planning tailored to your individual goals
- Our team is regulated by the Financial Conduct Authority for your peace of mind
- We provide online financial planning services for your convenience
- We support community initiatives through our charity partnerships
- Our process includes regular reviews to ensure your financial plan evolves with your life
Associations and certifications
- Financial Conduct Authority
What people say
Quick response
Reassuring support
Professional service
Clear explanations
Excellent advice
Services
Financial Planning
Our financial planning service creates tailored roadmaps to achieve short, medium, and long-term goals. We analyse current investments, model financial forecasts, and implement strategies aligned with your risk tolerance and life objectives. Regular reviews ensure ongoing alignment with evolving circumstances.
Wealth Management
We provide comprehensive wealth management solutions for individuals and organisations. Our approach combines strategic investment planning with tax-efficient strategies to preserve and grow assets while maintaining regulatory compliance and risk management.
Retirement Income Planning
Specialising in later-life financial security, we develop sustainable income strategies for retirement. Our solutions consider state benefits, private pensions, and equity release options to ensure financial stability during retirement years.
Ethical Investment
We offer socially responsible investment options aligning with your values. Our ethical investment service screens opportunities based on environmental, social, and governance criteria while maintaining competitive financial returns.
Online Financial Planning
Our online service delivers comprehensive financial advice through secure digital channels. Using video conferencing, encrypted communications, and client portals, we provide accessible, technology-enabled planning without compromising personal interaction or service quality.
Questions
What financial planning services do you offer?
We provide goal-based financial planning, wealth management, tax-saving strategies, retirement income planning, estate planning, equity release, and ethical investment options.
How do I become a client?
Contact us via phone or email to arrange an initial no-obligation discussion. We'll assess your needs and determine how best to support your financial objectives.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 302355.
Do you offer online financial advice?
Yes, we provide comprehensive online financial planning through secure video conferencing, email, and client portals while maintaining personal service standards.
What areas do you serve?
We operate from Trowbridge and Stroud offices, serving clients across Wiltshire, Gloucestershire, and surrounding regions with both in-person and online services.
