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, providing financial planning and wealth management in addition to the legal services provided by the firm. In 2013 the team became an independent branch of Raymond James Investment Services. We recognised the importance of being able to continue to offer our personalised service matched with international investment and product research.
We retain a close relationship with Whitehead Monckton, enabling them to provide advice on succession and tax planning as a component part of the overall financial planning for our clients.
Raymond James provides full support services to the Weald of Kent Branch, including client reporting, account opening, asset transfers, research, compliance and supervision, FCA authorisation and professional indemnity cover.
The Weald of Kent Branch is your first point of contact, where our focus on excellent client care is matched with the investment expertise backed by an international firm.
If you are interested in working with us do call us on 01622 691600 or email firstname.lastname@example.org
Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
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