Help to see the future

The right financial planning will help you to look after and protect your wealth so that you can achieve your aspirations for the future.

Whether it’s planning to look after your family, planning for retirement or investing in a new venture, or property, our financial planning partners can help your aspirations become a reality.

How we work

There’s no one-size-fits-all with financial planning and wealth management. Everyone’s financial position and desires for the future, what they want to achieve out of life, are different. You’ll need an experienced financial planner you can trust, who understands where you’re coming from and who you feel comfortable with. Our financial planning partners are highly qualified and have been planning a range of individual’s finances and wealth management for many years.

Our service is always personal, dedicated and highly confidential. We’ll get to know you personally and work with you to understand your financial position and goals. We’ll tailor a strategy that is achievable and unique to you. Imagine having the peace of mind that you’re on the right track for exactly what you want to achieve. We’ll help you get there.   

Some of the ways financial planning can help you include: 

• Maintaining a set standard of living
• Enjoying a planned, stress-free retirement
• Being prepared for life’s surprises
• Preserving your wealth
• Avoiding financial mistakes and unnecessary risks
• Better tax management
• The peace of mind from having a dedicated professional working in your best financial interests

What clients think

“We are a family run business and changed to Foxley Kingham in 2016 after years of feeling we weren’t getting the best service/advice from previous accountancy firms. They were recommended to us and it was the best decision we could have made.”

– Linda Sullivan Kent Leisure Parks Ltd