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  11. Concierge Wealth Management

Concierge Wealth Management

Independent Financial Adviser  Pantiles Chambers, Tunbridge wells, Kent, TN1 1XP
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FCA authorised
Last authorised 25th May 2020
Quite simply, we want to help you make the most of your wealth!
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Kieron Robertson
Chartered Financial Planner
About us

Whether you are trying to save money, build or protect your wealth, Concierge Wealth Management aims to assist and help you live the life you have worked hard to achieve, whilst keeping the financial aspects as simple and as uncomplicated as possible.

Initial Consultation at our expense

Please contact us on <phone number hidden> or email <email address hidden> to see if we can help you.

Our services

Working with clients, to find simple and effective solutions to their financial issues and concerns, allowing them to enjoy life without financial worry.

Kieron has more than 20 years experience as an adviser and now specialises in Later Life advice helping clients with their:

- Investment/Retirement Planning,
- Care Fees Planning
and/or
- Inheritance Tax Planning

NB Mortgage & Protection Planning Services also available.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Pantiles Chambers, High Street, Tunbridge Wells, Kent, TN1 1XP

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