We are fee-based IFAs based in Bromley, Kent, led by a Chartered Financial Planner and Actuary with over 20 years' financial services experience. We specialise in pensions and retirement planning, and in investments with an emphasis on low cost solutions to meet client objectives in a cost-effective manner. We offer a holistic financial planning service, aiming to build successful long-term working relationships with our clients in Bromley and the surrounding area in Kent.
We are professional Financial Planners, not sales-driven advisers; our focus is on helping our clients plan for the future, not on selling them products. We build lifetime cashflow models to show each client what their financial future looks like, and how it could be improved. Using our professional experience and expertise we are then able to structure a financial plan to give our clients peace of mind, reassuring them that they have enough money for their needs – forever, and whatever happens. We specialise in helping clients plan for a secure retirement, and are passionate about helping them achieve this.
Chislehurst Business Centre, 1 Bromley Lane, Chislehurst, Kent, BR7 6LH
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.