what we do
The Kent Carlyle ‘Wealth Management Service’ is a high-level service combining Financial Planning with Portfolio Management to deliver a highly personal and proactive service for our private clients.
Whether you’re planning for a comfortable retirement, saving for school fees or a rainy day, seeking to mitigate a future inheritance tax (IHT) liability, our independent financial advisers have the expertise and experience to make it happen.
Kent Carlyle has a long and established history of delivering a wide range of services to businesses both large and small, in all areas including Workplace Pensions, Business Protection, Executive Benefits and Employee Benefits.
what our clients say
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.
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.