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 don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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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.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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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
Article
Central bankers recognise they have a problem
By Charles Stanley
01 Jul 2022 | 7 min read
Article
The weaponisation of necessities
By Charles Stanley
30 Jun 2022 | 6 min read
Article
Lessons learned from recent market volatility
By Charles Stanley
29 Jun 2022 | 5 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
TN1 1EE
Get directions

Meet the team