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A recently established partnership bringing together nearly twenty-five years collective industry experience, Kingfisher IFP LLP provides truly independent financial advice across the spectrum of personal and corporate financial planning.
Based in our own offices in a prominent location on the edge of the County Town of Trowbridge and serving Trowbridge, Bradford On Avon and the surrounding areas, we are ethical, approachable, highly qualified advisers backed by a network of more than 450 financial advisers in 250 practices allowing us to offer a comprehensive range of services from simple to more involved planning solutions.
Richard Salter, Chartered Financial Planner. Partner and Senior IFA
Richard is an Associate of the Personal Finance Society and amongst the first thousand advisers in the country to attain the coveted Chartered Financial Planner accreditation. Specialising in retirement planning, inheritance tax mitigation and investment portfolio management Richard has been advising clients for fifteen years.
Richard is a firm advocate of holistic, and fully independent, financial advice. He says the most important decision you make about your financial needs is to seek out fully independent financial advice from specialists in your particular area of need. Far too many advisers are restricted in the range of solutions they can provide or are simply not qualified to the higher levels necessary to ensure your interests are best met when more complicated solutions may be required.
A family man with two children Richard lives in Bradford on Avon.
Debbie Goodman, MAQ. Partner and Independent Mortgage Adviser
Debbie has held a number of roles in the financial services sector ranging from bank and building society work to accounting and bookkeeping. Part qualified with the Association of Accounting Technicians and a fully qualified mortgage adviser Debbie has a good head for figures yet a real world practicality which many find truly refreshing!
Debbie is a strong advocate of independent mortgage advice and says that people deserve the very best she can do. She is saddened by the numbers of people who are paying much more than they need, often on ill-advised arrangements from poorly qualified advisers who are failing to put their clients first.
Debbie has more than ten years financial services experience and lives with her family in Trowbridge.
Lyn Close, Part CeMap Office Manager
A part qualified mortgage adviser Lyn has worked for a number of national companies, rising to Branch supervisor in the banking sector. Most recently she has worked in a couple of local adviser practices ensuring that everything runs smoothly.
With eighteen years relevant industry experience to draw upon Lyn provides a solid base for the practice and, friendly and capable, She is likely to be your first contact with Kingfisher Independent.
Married to Derek Lyn also lives in Trowbridge.
How we work
- We provide a free initial meeting/consultation held entirely in confidence, and without obligation
- We gather as much detail as possible to enable you to benefit from best advice based on full understanding of where you are now, what you have and where you want to be
- We research the whole market and conduct a detailed analysis
- We provide clear advice and recommendations
- We help you implement our advice
- We offer a regular review on request
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