The value of investments and any income from them can fall and you may get back less than you invested.
Our Royal Tunbridge Wells office provides a wealth management service to clients across Kent, East Sussex and the surrounding areas.
We pride ourselves on taking the time to really get to know our clients and understand their personal goals and aspirations. We then help them achieve their financial ambitions through our financial planning and investment management solutions.
In addition, we are able to provide specialist services for charities, trusts, accountants and solicitors. For the financial adviser community, our South East Adviser Partnership Team provides a dedicated service for advisers who require discretionary fund management services for their clients.
Meet The Team
Head of Office
Valued by our clients
We have strong and sustained client satisfaction in both of our last annual surveys.