Kingfurness & Associates

About Us

Kingfurness & Associates Ltd is an independent financial advisory firm established in 1994 and based in the historic city of Hereford. With a team of highly experienced and qualified professionals, we provide bespoke financial advice to both corporate clients and high net worth individuals.

Our core values are built on:

• Independence: We are not tied to any specific products or companies, allowing us to provide truly unbiased advice.
• Expertise: Our team has extensive experience and deep understanding across all aspects of financial planning.
• Transparency: We believe in clear and open communication, providing you with all necessary information to make informed financial decisions.
• Client Focus: We prioritize understanding your individual needs and goals to tailor our recommendations to your specific situation.

1. Investments

Our experienced investment managers will work with you to create a tailored portfolio that aligns with your financial goals and risk tolerance. We provide ongoing portfolio review and rebalancing services to ensure your investments remain aligned with your evolving needs.

2. Business Advice

We offer tailored guidance and support to businesses on various aspects including business valuation, mergers and acquisitions, strategic planning, and risk management.

3. Pensions

Navigating the complexities of pensions requires expertise and insights. We can help you assess your pension options, maximize your contributions, and ensure you are adequately prepared for retirement.

4. Mortgages & Protection

Securing the right mortgage is crucial for many. Our mortgage experts will guide you through the entire process, from finding the right lender to securing competitive terms. We also offer comprehensive insurance solutions to protect your home and your loved ones.

5. Tax Advice

Our qualified tax specialists can assist you in maximizing your tax efficiency, minimizing liabilities, and ensuring compliance with current regulations.

Our Approach

Working with Kingfurness & Associates Ltd means you'll benefit from:

• A personalized and collaborative approach: We take the time to understand your unique situation and aspirations.
• Tailored solutions: Our recommendations are specifically designed to meet your individual needs and goals.
• Regular communication: We provide clear and concise updates throughout the process and beyond.

Our Commitment

Kingfurness & Associates Ltd is dedicated to providing exceptional client service and delivering tailored financial solutions that empower you to make informed financial decisions for the future.