Investment Choices Wealth Management Ltd

Independent Financial Adviser  Investment Choices Wealth Management Ltd, Kent, Tenterden, TN30 6HD
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FCA authorised
Last authorised 22nd February 2021
Our purpose in business is for our clients to enjoy and maintain the lifestyle to which they aspire.
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 & 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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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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Accident & sickness
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Critical illness
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Healthcare
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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
MR Gary Bodle FPFS
Chartered Financial Planner
About us

We work with affluent, mature clients in the management of their wealth/investment portfolios and pensions. We provide impartial, unbiased and objective solutions.
We have a professional and knowledgeable support team through whom our services are delivered.
We have become specialist wealth managers for clients, typically, in their mid 50's and beyond who are at, near or in retirement by providing the dedicated support and guidance they need and desire. We do therefore, normally work with clients who desire an ongoing business relationship.

Our services

Our guiding principle is to always do right by the client.
Our consistent, high level of service inspires confidence in our clients that their wealth and financial affairs are handled with the highest level of competence and that they are on a clear path to achiving their goals. We receive good quality referrals from our existing clients.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Investment Choices Wealth Management Ltd, Drovers Lodge, Coombe Lane, Kent, Tenterden, TN30 6HD

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