We are a boutique, relationship based, Wealth Management, Financial Planning and Independent Financial Advisory Business based in Maidstone, Kent serving Clients throughout the County. We are both a Chartered Financial Planning Firm and an Institute of Financial Planning Accredited Firm; One of only a handful of businesses in the South East outside of London to achieve such prestigious awards. We like to work with people that understand that there are more important things in life than money. Income and wealth do not measure everything we value, our mission being to help our Clients achieve total financial independence and to “live their lives with purpose”.
We help you discover your life goals, solve problems, develop detailed financial plans, implement agreed recommendations, monitor and review progress and remove any stress associated with dealing with money. We spend time getting to know you, what motivates you and what your objectives are. We provide complete peace of mind, expert opinion and analysis. We are a reliable and trusted source of ongoing advice.
Inspire House, 20 Tonbridge Road, Maidstone, Kent, ME16 8RT
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.