Expert investment advice to support your goals and values
Investment is a key strategy within financial planning to help ensure you have the resources to support both your personal and business goals. Our experts work with you to understand what you want to achieve and develop a strategy that helps deliver that.
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Make your money work hard for you with our expert investment advice
Finding and managing the best investment opportunities that support your personal and business goals can be a game of chance without the proper financial guidance. Luckily, we have the expert knowledge and tailored advice to develop an investment strategy to support your changing needs and plans.
Our investment experts
Operating from our modern offices overlooking the famous Pantiles in Tunbridge Wells, Kent, our investment experts are here to make your money go further:
- Higher net worth individuals and mature professionals wealth management
- David Gregory of Off Piste Wealth
supporting younger professionals and sports people
We’ll make sure you work with the team best suited to your personal circumstances and goals. We are committed to developing investment strategies for residents and business owners in Tunbridge Wells, Tonbridge, Southborough, Sevenoaks and the surrounding villages that support their ambitions and align with their values.
How our investment experts can help
Our Tunbridge Wells investments teams will take time to understand your circumstances and ambitions, as well as your attitude to risk, before guiding you through potential investment options and wealth management strategies, including:
Our investment strategies and products
Investments can be a key strategy within retirement planning. Our investment advisers are also pensions experts and will make sure that your investments are structured within your overall wealth planning to help you achieve your retirement dreams.
You’ve worked hard for your money, so you should be able to hold onto as much of it as possible. Our Tunbridge Wells investments teams will ensure your wealth is effectively managed to ensure efficient tax planning, including mitigating Inheritance Tax.
You want to make sure that your loved ones and causes benefit from your wealth; our investment experts will help you structure your estate to minimise death duty liabilities and ensure that as much as possible goes to the people and causes you want to support.
ISAs are one of the most tax efficient ways to invest for the future, so we’ll make sure they’re considered within your strategy and that you make optimal use of ISA allowances within your investment portfolio, selecting ISA funds that match your ambitions and risk profile.
As independent financial planners, our investment teams can access a broad range of managed funds to create an investment portfolio that aligns with your personal and business ambitions, as well as your values.
As you invest for your future, you may want to make sure that your investments support sustainable options for all our futures. If ethical or sustainable investing is important to you, our investment experts will find funds that align with your social concerns, as well as your financial goals.
Stocks and Shares
If your investment requirements are more specific than general funds with agreed parameters and targets, our investment teams can provide personal stockbroking services to manage your direct investments in stocks and shares, working with you to agree your investment strategy and ensure it is executed efficiently on your behalf.