Free financial survey as first birthday gift

From the Swindon Advertiser, first published Friday 23rd Jan 2004.

A FINANCE company in Trowbridge is celebrating its first year of trading under a new name with an offer of a free financial survey for prospective clients.

Kings Court Financial Planning LLP, previously Wiltshire Financial Services Ltd, aim to help customers ensure their financial arrangements are taking them in the right direction to meet long term objectives.

Founding partners Kevin Wiltshire and Mark Crofts said the idea is to help clients link their life goals to their investments, the outcome of which can dictate where their money should be placed.

Mr Crofts said: ""We believe we have found an investment process that helps maximise returns, while taking the least risks. Wealth without wisdom is a burden and a trap."

King's Court has clients throughout the south west and south Wales, including individuals, families and businesses. The company aims to help them navigate their way financially by creating, preserving, stewarding and enhancing their wealth, providing financial peace of mind and thereby freeing them to achieve their life goals.

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