1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Kent
  8. breadcrumb-arrow
  9. Tunbridge Wells
  10. breadcrumb-arrow
  11. Concierge Wealth Management

Concierge Wealth Management

Independent Financial Adviser  Pantiles Chambers, Tunbridge Wells, TN1 1XP
check
FCA authorised
Last authorised 24th January 2022
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
MR 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)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Abacus Advice Ltd
Restricted - whole of market 0 mi
Quality advice since 1989. Our reputation rests on how well we deliver for you, so that is our number one concern
 
See profile
Fingerprint Financial Planning
Independent Financial Adviser 0.05 mi
Independent, expert financial planners & mortgage advisers helping families, business owners and those approaching retirement. Our service is as unique as you are. We can speak with you directly via our video conference facilities or by telephone.
 
See profile
Quilter Financial Advisers - Tony Woodward
Restricted - whole of market 0.4 mi
Financial planning expert qualified in Final Salary Pensions, Investments and Long Term Care. Trusted advice: it's all about your needs.
 
See profile
Halcyon Wealth
Independent Financial Adviser 0.54 mi
A client focused, innovative financial services consultancy with offices in the City of London and Royal Tunbridge Wells
 
See profile