Who we are

James King began working in Financial Services in 1989, when the Financial Services industry was very different to today. Investments were of poorer quality and value, disclosures of charges were non-existent, and any costing was quite unclear.

It was, however, great for establishing a real understanding of what the trade of financial services is all about, and the people involved. Over time, and various positions, James joined Price Bailey Chartered Accountants, who were looking to boost their status in the advisory service and grow their financial services. He built up his responsibilities within the partnership that held a specific ethos he still believes in; that high net worth clients with complex affairs needed help not just from financial planners, but also tax colleagues and lawyers. We could bring all of this together.

For 2007, this thinking was fairly revolutionary. By merging the personal tax and the financial planning teams together, we could look after client’s financial planning, investments and their personal tax, all for one fee.  When Price Bailey Financial Planning was acquired by Tavistock Investments PLC, it was a great time for the company. We immediately saw improvement in all aspects of interaction and customer experience from within and across the overall investment industry. With the help of Tavistock Investments, we have been able to set up King Financial Planning LLP and now continue to do what we love most; Looking after clients

The team : Jacqueline, Barry, Lynne and Hannah all aim to continue to provide a service our clients can trust and rely on. We’re passionate about Financial Planning and we hope to continue looking after our clients and discovering new ways of handling their needs and business as the world evolves.

Barry

Hannah

Jacqueline

Lynne

Meet all the Team

Why not contact us now for your free consultation and Financial Health Check

Call us on 01279 598710 or email plan@kingfp.co.uk

Or just complete the form below and we will contact you back as soon as we can after we receive your enquiry.

 If you would like to be contacted, please leave your details by completing the form below, or if your need is more urgent, please don’t hesitate to contact James King by emailing james.king@kingfp.co.uk , or call him on 01279 712769 and if he is not available, leave a message and he will call you back as soon as he becomes available.

Contact Us

We would love to answer any questions and/or schedule a complimentary consultation. Please call us or send us an email by completing the form below.

If you would like to speak to James King, please leave a message below (including your postcode), and he will get back to you as soon as possible.

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01279 598710

Causeway House

1 Dane Street
Bishop’s Stortford
Herts
CM23 3BT

King Financial Planning LLP is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA No: 519014. Registered Office:  1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Registered in England No. OC429875. Partners James King & Tavistock Investments Plc. The Tavistock Partnership Limited is a wholly owned subsidiary of Tavistock Investments Plc.

Some forms of Estate Planning are not regulated by the Financial Conduct Authority.

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