Wallside House 12 Mount Ephraim Road Tunbridge Wells TN1 1EE
Located in the heart of Tunbridge Wells, close to the Royal Victoria Shopping Centre, in a fine detached period office building with plenty of free car parking.
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Bespoke investment management and financial planning across Kent & the South East
Based in Tunbridge Wells, we provide our Kent and South East clients with excellent local investment management without having to go all the way into London.
Kent financial planning services
Based in the heart of the garden of England, we keep strong links with our office in London, so our long established clients, and new ones, get the best expertise from Kent and beyond on their doorstep.
What our Kent & the South East office offers
Our discretionary fund management service is the focus of our Tunbridge Wells office, for people who need a more tailored investment strategy.
A dedicated in-house portfolio manager will build you a bespoke portfolio. This will take into account capital gains tax planning and any investment restrictions you may have. It could include investing in direct equities as well as funds, if you would like.
Portfolio and investment management
Your portfolio manager will set up your investments to your specifications, such as investing for a regular income, or ethical investing. You can rest assured your dynamic portfolio will be regularly rebalanced.
Our portfolio managers will also work closely with your atomos financial planner, or your independent financial adviser, to ensure you benefit from a comprehensive and integrated approach to managing your finances. Divorce, NHS pensions and helping business owners are our particular specialisms.
Close ties are important to us. From our financial planning colleagues in London to collaborations with local solicitors and accountants, our aim is to provide you with an all-round investment service suited to your individual needs.
Our Tunbridge Wells team
Rachael Adams
Rachael works with our portfolio managers to give you great service every step of the way.
Ben Milligan
Analytical and inquisitive, Ben provides support to our portfolio managers.
Liam Keeble
Capable and knowledgeable, Liam gives vital support to the portfolio management team.
Paul Stevens
Paul is a skilled investment professional who follows the markets so you don’t have to.
Portfolio management is personal. Our skilled team will discuss with you how, where and why you want to invest, and build a portfolio that matches your lifestyle.
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
