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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"We have now worked with Saj for nearly five years, going through the sale of my business, investment of the proceeds and pension fund, rationalising our investments into a series of manageable pots and helping with inheritance tax planning. Saj has done an immense amount of research into available and relevant options, clearly understood our needs in terms of balancing risk with the need for regular income and security, but most importantly has shown immense patience – one of my early statements was that I will listen, but am unlikely to take more than 10% of the advice given! Sufficient to say that this percentage is now much higher and we have a more balanced lifestyle, as well as gradually securing our children’s future"Dr JB - Chislehurst