We are a team of Independent Financial Advisers based in Tonbridge. We pride ourselves on providing a friendly and professional wealth management service to our clients.
We can advise on many aspects of financial planning including Pensions, Investments, Mortgages and Life Insurance. We also give advice on Family Trusts and Inheritance tax and estate planning.
Our team of Independent Financial Advisers have over 40 years of experience between them so you know that by using our services you are in safe hands. We can see you in our office in Tonbridge High Street or come out to see you whatever you prefer.
Please click on the area you need help in and get in touch to arrange an appointment to discuss your needs further.
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"Christian has been helping me with independent financial advice for a number of years now. One highlight of the excellent service he offers has been with my pension. I had a number of pensions that were difficult to keep track of and not performing to full potential. Christian did a great job of consolidating these into a single, manageable pot. He did all the legwork and clearly explained the investments available together with the associated risks. This really helped me to decide how the portfolio should be invested and the level of risk I am comfortable with. As a result I now have a single, manageable, good performing pension pot. It has made my life easier as I recently retired and accessing a regular income is now straightforward."Mr Jim C - Sevenoaks