At Kent Carlyle, we have been providing first-class financial advice to individuals and businesses since 1906.
The service we provide for our clients today is built on our long-standing core values of integrity, professionalism, impartiality and care.
Being Independent Financial Advisers (IFAs) means that we are able to advise on the full range of financial products and services available from the whole marketplace without product or provider bias. This enables us to create truly bespoke financial solutions for our clients which provides them with financial security.
Customer service is at the heart of everything we do and, coupled with our focus on professionalism and our reputation of developing long standing business relationships, we achieve a very high degree of loyalty from our clients and other professionals with whom we work.
Our core values
Integrity, Professionalism, Impartiality & Care
In the evolving world of financial services, our core values remain at the heart of everything we do.
We firmly believe that our continued commitment to our four core values has helped, and will continue to help, serve our clients and the wider community to maintain the long-term stability and growth of our business.
We are proud of our reputation as trusted advisers to individuals and businesses.
We have achieved this by fostering a culture of transparency, honesty and fairness which reflects in all of our clients’ dealings with us.
As professionals our role is to understand your needs and provide you with well-informed solutions to achieve your goals.
We ensure that all of our advisers are suitably qualified to meet your needs and we have continued focus on maintaining our professional competence.
We are independent financial advisers which means that we are not restricted by the products and services we can offer.
By taking a genuinely independent approach we avoid conflicts of interest and thus ensure that our advice to you is completely impartial.
We take the time to understand your personal circumstances and needs so that we can work in partnership with you to help achieve your financial goals.
We provide ongoing support and advice, and we strive to be available, attentive, reliable and proactive.
We conduct business with Kent Carlyle Wealth Management because the service levels are of the highest standard. Advice is readily available at all times and queries are dealt with swiftly and efficiently.
The staff are friendly and at the same time professional – we get good value for our money.
I was initially quite reluctant to appoint a financial adviser. However, now I wouldn’t have it any other way. Why not employ someone to advise you on what is probably one of the most important elements of life, your financial future.
I have been very happy with the advice I have received, although I can’t profess to understand all the intricacies, it has certainly worked for me.
The money I have accumulated over the years is important to me and I have the knowledge that it is being invested in the best way possible for me and my future.
Luke & Louise Stevenson
We were delighted with the service we received from Kent Carlyle Wealth Management. Our adviser is clearly highly knowledgeable and we felt that we were making all the right decisions, with his extensive experience and expertise.
Everyone at Kent Carlyle Wealth Management is also very friendly and accommodating. Our adviser was happy to meet us at unusual hours (running a restaurant meant that we were not always able to meet him during traditional business hours) and nothing was too much trouble.
We wouldn’t hesitate to recommend their services.
I reviewed my pension arrangements with my adviser a couple of years ago and my aim was to increase the value of my funds. I have been totally overwhelmed by the outcome and I am now on target to achieving a satisfactory retirement fund.
I am a very happy client and will be continuing to take his advice and will be happy to recommend Kent Carlyle Wealth Management to friends and colleagues.
Sarah De Chair
Whilst working for the Royal Norfolk Agricultural Association, Kent Carlyle Wealth Management undertook the role as our pensions adviser to all the staff. Our adviser visited us each year and interviewed every member of staff individually, discussing what they wished to achieve with their pension and advising the best way for them to invest.
He was very approachable and the staff felt able to ask questions if they did not fully understand what they were signing up to. This meeting was followed up with a written review.
Since retiring I have continued to use Kent Carlyle Wealth Management who are again giving excellent advice under totally different circumstances.
Broadland Book-keeping and Accountancy Services appointed Kent Carlyle Wealth Management to undertake setting up workplace pensions for some of my clients.
I have found the company to be very professional, friendly and patient in answering all my questions. The company also followed this through when dealing with my clients.
I would not hesitate to recommend them to deal with any financial affairs.
I have been a client of Kent Carlyle Wealth Management for many years and have always found them exemplary in handling my affairs. What started out as just somewhere to pool my finances and get some pension advice has grown into a sound relationship.
They have helped to grow and safeguard my investments for my retirement and, now that time has arrived, they continue to advise and help me in getting the best from my investments.
I can honestly say that whether you are just an individual, or a business, Kent Carlyle Wealth Management will give you great service and work tirelessly to fulfill your expectations.
Mike & Jo Smith
The advice we have been given over the years and that is a lot, has always been very helpful.
We are told exactly what the product is and how it works with benefit and any down sides fully explained.
All staff are extremely polite, helpful and explain things in a way we understand.
Up until now my career had included working for companies with whom organising my pension had involved ticking a box and signing a form, it all just happened and I was happy not to worry about the details.
Now I find myself working in a small offshoot of an American company with an HR department not at all used to UK systems and I needed to set up my own pension plan.
I’m not a financial expert and Kent Carlyle Wealth Management took me through the process in a way that gave me confidence that I was getting exactly what I needed (both for myself and for my family) whilst also being in complete control of the process.
The level of service and advice to both myself and my employer was first class.
40 + year’s connection with predecessor company and have always really appreciated the personal attention and advice received. Fully confident that the team will continue to provide a thoroughly professional service with a human touch.