We are a financial planning, investment and wealth management 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 management services and financial planning areas.
For many years we operated as a part of Whitehead Monckton solicitors. In 2013 the team became an independent branch of Raymond James Investment Services.
We retain a close relationship with Whitehead Monckton, enabling them to provide advice on a wide range of legal matters as a component part of your overall financial planning with us.Find out more