Our Sevenoaks Office Hub
In unique times you need a unique support network, and your finances are no different. With each and every one of us having different lifestyle and financial aspirations our Independent Financial Advisers based in Sevenoaks are here to help, support and share your dreams to turn them into a reality. Ideally located to serve clients in Tunbridge-Wells, Tonbridge, Maidstone, Malling and Orpington we can arrange our ‘on us’ initial discussion over the telephone or a web-based video call system of your choice. Of course, we are also available to meet you face-to-face and really get to know you. >
Our Sevenoaks Office Specialisms
p>Our dedicated Sevenoaks team possess many skills you’d expect from qualified financial advisers of which these specialisms include;
- Pension advice– whether you need to amalgamate, transfer, combine or withdraw your pension we can help with the right advice and products to suit your individual needs.
- Investment advice– with an ever-wider array of investment platforms, products and practises we can provide you with impartial advice designed to make more of your money.
- Financial Lifestyle Planning– the term coined for those wishing to plan ahead for the lifestyle they dream of and have worked hard for. Whilst this is an approach and not a product, we can draw on our combined years of experience to produce a financial plan as unique as you.
- Inheritance tax advice– with HMRC rules on IHT changing all the time we can advise you on the best course of action to protect your assets and investments within those rules for future generations.
- Protection– we all insure our homes and our cars; however, you need to ensure that you also have sufficient life cover and income protection should the worst happen. As this is a very competitive market you need to ensure that you are not paying too much for your existing life cover, income protection or healthcare insurance.
How we do it
A call to our friendly team will allow us to book you in for a fact-find call with our Sevenoaks IFA, armed with your lifestyle and financial plans we will work with you on building a bespoke financial plan for yours and your families future. We work to what we call Financial Lifestyle planning; a process of getting to know you, getting to know your ambitions and aspirations and what you expect the future to hold. As we understand more about you, our plan for your finances becomes bespoke and gives both parties actionable processes and tasks for a sound financial future. Whether you want to retire early, start saving for retirement, need advice on your pension, insurance or investment management we can help.
Where we serve
Our office hub is located in Sevenoaks and we serve the wider Kent area. We can visit you at your home, place of work or arrange video or telephone calls. Contact our experienced client team today to discover how we can help with no obligation.