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Investment & Wealth Management Services in Kent


We are a professional investment management and financial planning practice based in the heart of Kent with offices in Maidstone and Tenterden. Our focus is on the creation, growth and preservation of private, corporate and family wealth by offering expertise in a range of investment and financial planning areas.

In 2013 we became a commercially independent branch of Raymond James Investment Services enabling us to offer our personalised service matched with international investment and product research.

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