Kingsfleet Wealth is based in the heart of rural Suffolk, in the village of Claydon. The name ‘Kingsfleet’ is based both on the founder’s primary school and a tributary of the River Deben, where Edward III fitted out his fleet for his expedition to Flanders in 1338.

Kingsfleet, which was founded in 2010, supports several Suffolk-based charities, such as Suffolk Mind, Litter-free Felixstowe and Suffolk Family Carers. It also has its own charitable trust to support local educational causes. Additionally, it is a gold sponsor of the Felixstowe Book Festival and is participating in a significant fundraising project for a local hospice in 2022. During the pandemic, Kingsfleet used funds usually spent on travelling to see clients to donate to local charities.

Over the last year, the firm has changed its method of management, its way of working and articulated its purpose by using the Entrepreneurial Operating System.