Kingfurness & Associates

Our Beginnings and Values

Kingfurness & Associates Ltd, established in 1994, boasts a rich history of providing tailored financial guidance to individuals and businesses. We became a limited and independent company in 1999, driven by the unwavering vision of offering reliable and transparent professional advisory services. Situated in the historic city of Hereford, we have consistently built strong relationships with our clients, underpinned by our values of:

• Independence: We are not tied to any particular institution, allowing us to recommend solutions that genuinely benefit our clients.
• Expertise: Our team of highly qualified professionals offers extensive knowledge and experience across various financial disciplines.
• Transparency: We believe in open and honest communication, providing clear and concise information about our processes and outcomes.
• Client-Centricity: Your needs and goals are our top priority, reflected in our personalized and bespoke approach to every engagement.

Our Services

We offer a comprehensive range of financial services designed to empower you with informed decisions across various areas:

Pensions

• Navigating the complexities of pension planning and maximizing your retirement savings.

Business Advice

• Tailored guidance on corporate finance, investment strategies, and risk management for business owners.

Mortgages & Protection

• Secure and streamlined mortgage solutions, along with appropriate insurance coverage to mitigate financial risks.

Tax Advice

• Efficient tax planning and compliance strategies to minimize your tax burden and maximize your wealth.

Our Approach

We believe in a collaborative and personalized approach to financial planning. We take the time to understand your individual circumstances, goals, and concerns before developing a tailored financial roadmap. Our process involves:

• Initial Consultation: We listen carefully to your needs and aspirations to identify potential areas of improvement.
• Detailed Analysis: We evaluate your financial situation and risk tolerance.
• Solution Development: We work with you to create a customized strategy aligned with your goals.
• Regular Review: We periodically review and refine your plan to ensure its continued suitability.