Business Details
Trusted Financial Advisers in Trowbridge
At King's Court Financial Planning, we provide independent, fee-based financial advice and asset management services tailored to individuals and organisations. Our approach prioritises understanding clients' unique goals, values, and circumstances to create personalised financial strategies. With a commitment to integrity and accountability, we demystify financial complexities, ensuring clients maintain control over their financial futures.Our services span goal-based planning, wealth management, retirement income strategies, and ethical investments, supported by a team authorised and regulated by the Financial Conduct Authority. We also support community initiatives through partnerships with charities like People against Poverty, reflecting our core values of authenticity and customer satisfaction.
Services
Financial Planning
Wealth Management
Retirement Income Planning
Estate Planning
Ethical Investments
Tax Strategies
Care Fees Planning
Online Financial Advice
Highlights and features
- We offer FCA-regulated, independent financial advice tailored to individual needs
- Our team provides clear, jargon-free explanations of complex financial concepts
- We combine online accessibility with personal, face-to-face advisory services
- Our charitable partnerships reflect our commitment to community values
- We specialise in long-term financial stewardship across all life stages
Associations and certifications
- Financial Conduct Authority
What people say
Very satisfied
Professional service
Excellent advice
Peace of mind
Clear explanations
Services
Financial Planning
Our financial planning service creates tailored roadmaps to achieve short, medium, and long-term goals. We analyse current assets, model future scenarios, and implement strategies aligned with clients' risk tolerance and aspirations. Regular reviews ensure ongoing alignment with evolving personal and financial circumstances.
Wealth Management
We develop comprehensive wealth management strategies to preserve and grow client assets. This includes investment portfolio management, tax-efficient structures, and multi-generational wealth transfer planning. Our approach balances growth objectives with risk mitigation tailored to individual financial situations.
Retirement Planning
Specialist retirement income planning ensures sustainable cashflow throughout later life. We assess pension provisions, optimise tax positions, and create diversified income streams while addressing care fee requirements and equity release options where appropriate.
Ethical Investments
Our ethical investment service constructs portfolios aligned with clients' values and social responsibility criteria. We combine financial objectives with environmental, social, and governance (ESG) considerations to deliver competitive returns without compromising personal principles.
Online Financial Advice
This service provides accessible financial guidance through secure digital channels. Using video conferencing, encrypted communications, and online portfolio management tools, we deliver the same comprehensive advice with added convenience while maintaining the personal touch of experienced financial planners.
Questions
What financial services do you specialise in?
We specialise in goal-based financial planning, wealth management, retirement income strategies, estate planning, ethical investments, and tax-efficient solutions.
Are your financial advisers regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 559494.
Do you offer online financial planning services?
Yes, we provide comprehensive online financial planning through secure video conferencing, encrypted communications, and digital portfolio management tools.
What areas do you cover?
We serve clients across Wiltshire, Gloucestershire, and surrounding areas from our Trowbridge and Stroud offices.
How do you approach ethical investing?
We construct portfolios that align with your values through environmental, social, and governance (ESG) criteria while maintaining competitive financial returns.
