Mr Colin Low


Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

Claydon Court
Old Ipswich Road
Claydon
Suffolk
IP6 0AE
United Kingdom

Email: colin@kingsfleetwealth.co.uk
Telephone: 01473 744724
Website: www.kingsfleetwealth.co.uk
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Investment, Philanthropy, Rural family, business and agriculture, Trust planning/administration
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Profession:
Financial Planner / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning
Firm:
Kingsfleet Wealth
Branch/Chapter:
STEP Suffolk and North Essex
Committees:
Suffolk and North Essex Branch Committee
Special Interest Groups:
Mental Capacity | Philanthropy Advisors
Biography:

Chartered Financial Planner, holding additional Investment Management qualifications in addition to Affiliation to STEP and one of a few Financial Planners who have pursued their Qualifications to Masters' Degree level.

30 years of experience in working with individuals' financial arrangements, Colin has specialised in working with the recently widoweed, trustees, recent heirs and families seeking to plan for or mitigate Inheritance Tax liabilities.

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