7 Vale Avenue, Tunbridge Wells, Kent, TN1 1DJMake an enquiry
Founded over 30 years ago and Chartered since 2007 our core service is Wealth Management. We are truly independent and the firm is wholly owned by the Partners. We charged fees for our advice and services long before it became a regulatory requirement because we thought it was the fairest approach and it helped to demonstrate our commitment to providing independent advice.
Our five experienced advisers are highly qualified and experienced; the Partners and the Firm have achieved Chartered status. We are authorised to advise in technical areas such as long term care, retirement options and pension transfers.
Each adviser has the relevant qualifications in their specialist area of expertise - Retirement Options, Wealth Management for individuals and Trusts, Care Fees planning or Employee Benefits (including Workplace Pensions).
Most clients come to us on the recommendation of a friend, colleague or professional adviser. We like to think that we are recommended because of what we do, how we do it and the results we achieve.
Our office has visitor parking available and is a 5 minute walk from the railway station.
At retirement planning - decisions made will influence your financial well-being for the rest of your life so specialist advice is essential.
Wealth Management - guiding you through the investment process, clarifying objectives and designing a portfolio that balances risk with reward whilst minimising the impact of taxes.
Advice on funding care fees - for your family, friends or where you're making plans as an Attorney or Deputy we'll advise you on the best ways to meet long term care fees.
Employee benefit schemes for SMEs - advising employers about their Workplace Pension responsibilities and other life, medical & income
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