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”.
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