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  11. Concierge Wealth Management

Concierge Wealth Management

Independent Financial Adviser Pantiles Chambers, High Street, Tunbridge Wells, Kent, TN1 1XP
FCA verified
15th July 2019
Quite simply, we want to help you make the most of your wealth!
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Kieron Robertson
Chartered Financial Planner
Where to find us

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

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 or email 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.

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

Concierge Wealth Management is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority (FCA)

Tax Advice is not regulated by the FCA.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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