financial planning

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.

Our business aim is to make a positive difference in the local and professional communities in which we operate and seek to serve them in the best way possible.

Retirement Planning

Gaining a thorough understanding of needs and aspirations coupled with professional and considerate financial planning, we have helped many clients achieve a prosperous retirement.

Whether you are at the start of your retirement planning journey, wish to review your existing arrangements or are considering ways to produce an income from your plans, we can help.

Savings & Investments

We have many years’ experience in guiding our clients through ever-changing investment markets and believe the key to our clients’ successes has been ensuring that their investments have been expertly aligned to their requirements and expectations.

Whether you are a first-time investor or an experienced investor who wishes to review your existing portfolio, our team at Kent Carlyle can provide you with the professional and impartial advice you need.

Inheritance Tax Mitigation

Inheritance tax has been described as a voluntary tax. We combine our expert knowledge of tax planning and trusts to help our clients transfer wealth tax-efficiently between the generations using HMRC-approved tax-efficient strategies, whilst allowing them to keep control of the capital if required.

Michael Saunders
Managing Director & Financial Adviser
Martin Hewetson
Director & Financial Adviser
Nick Welsh
Financial Adviser & Investment Manager
Chris Henning
Financial Services Administrator
Rebecca Kelly
Financial Services Administrator
how can we help you?

To find out more about the services we offer, please do not hesitate to contact us.