Adviser investment propositions part 1: The small firm that started from a crisis in the kitchen

Started a decade ago

clock • 6 min read

In the first of a three-part series profiling advice firm investment propositions, Claire Tyrrell talks to Colin Low from KingsFleet Wealth about tuning into clients' needs

A midlife crisis at a kitchen table is not the most conventional origin for a new business, but that's exactly how Colin Low kick-started IFA firm Kingsfleet Wealth.  Low had become frustrated with the larger advice firm he was working for when a lightbulb moment led him to venture out on his own.  "I had a midlife crisis really, working for another advice firm running their IFA business and getting to the point of thinking ‘I can do this better myself'," he explains. "That was all pre-Retail Distribution Review so that firm was taking commission and very high upfront fees and I ju...

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