Concierge Wealth Management

Independent Financial Adviser  Pantiles Chambers, Tunbridge wells, Kent, TN1 1XP
check
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Restricted - whole of market 0 mi
Quality advice since 1989.
 
Independent Financial Adviser 0.19 mi
Established 1985, four Chartered Financial Planners providing independent advice; wealth management, retirement & later-life planning and employee benefit arrangements.
 
Independent Financial Adviser 0.19 mi
We offer an independent, personal level of service delivering the highest standards of client care and advice.
 
Independent Financial Adviser 0.26 mi
Your long term wealth is our prime concern. We believe a global perspective on your investments can reduce long-term deterioration of your wealth.