Secure your financial future

Your local Tunbridge Wells Financial Professionals

Build a trusted, personal relationship between you and your local Investment Manager and Financial Planner - so we can support you to create a more secure financial future.

Request a call back Meet the team

What we offer

We support a wide range of clients, advisers and organisations with our Investment Management and Financial Planning services.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you do not miss out on appropriate opportunities or are exposed to unnecessary risks.

Wealth Management Service

Entrust your dedicated Investment Manager and Financial Planner to provide you with holistic financial and a robust and personalised strategy for achieving your financial objectives.

Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do – and maybe even things you never thought possible.

Speak with your Financial Professional

0189 255 7100

Monday - Friday (8am - 5pm)

Latest insights

A family affair
Read Katie’s story of how she helped a family for over 20 years, passing on their wealth through generations and help them understand the benefits and responsibilities that come with being relatively wealthy.
By Katie Presland
Senior Investment Manager
How you can invest little but often
By Rob Morgan
Spokesperson & Chief Analyst
18 Jan 2022 | 4 min read
Is cash really king?
By Rob Morgan
Spokesperson & Chief Analyst
13 Jan 2022 | 6 min read

About the Tunbridge Wells team

Established in 2001, our team of Financial Planners and Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Where to find us

We are always happy to welcome you to the Tunbridge Wells office.

Windsor House
6-10 Mount Ephraim Road
Tunbridge Wells
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Tunbridge Wells.

01892 557 100 (Open Mon-Fri, 9am-5pm)

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