We pride ourselves on delivering experienced and professional financial advice, developing a strong relationship with our clients. These are our clients' main points of contact at Kent Carlyle Wealth Management and those primarily responsible for looking after our clients’ affairs.
In addition, our team are supported by a number of specialist partners in areas such as investments, pensions, tax planning and risk management.
Mike joined Boswell Financial Services as an Independent Financial Adviser (IFA) in 2006 as part of a succession plan and he became manager soon after. He was part of the management buyout in 2012 and has been Managing Director since then.
As an Independent Financial Adviser, Mike advises a number of private clients across the UK as well as corporate clients in a wide range of financial planning areas. He holds specialist qualifications in pension transfers and, is responsible for compliance within the firm.
He grew up in Suffolk but has lived and worked in and around Norwich since the mid 1980’s.
Mike has been a committee member and past Chairman of the Personal Finance Society (PFS) in Norfolk and is a member of the Council of the Insurance Institute of Norwich with a particular interest in promoting education within both financial advice and insurance sectors.
In his spare time, Mike likes to socialise and spend time with his family.
Martin began his career in 1999, becoming a trainee financial adviser for a Norfolk based IFA. Within two years he was fully qualified and providing face to face financial advice to private clients, a role he still fulfils today.
In 2012 Martin was part of the senior management team involved in a management buyout of Boswell Financial Services, becoming a shareholding director of the business. Three years later he oversaw the rebrand to Kent Carlyle Wealth Management and then focused on developing a truly client orientated proposition that reflected the company’s core values. Martin continues to advise a select number of private clients on a wide range of financial planning needs.
Outside of work Martin likes to keep fit and has recently participated in a number of physical challenges including a 50k ultra run and two white collar boxing matches.
Chris began his career in 1976 with Lloyds Bank in Norwich. Over his 20-year career with the bank he worked his way up to the prestigious role of branch manager before moving on to a new challenge within the financial services team at Virgin Money.
From 2003 to date Chris has worked for two prominent IFAs in Norwich, joining what was then Boswell Financial Services in the summer of 2011.
Chris has been married for 37 years with 3 'grown up' children. Interests aside from family include football, music and the coast and countryside.
Clare has worked in Financial Services for over 11 years and brings a wealth of experience to her role as our Wealth Management Administrator. She is passionate about providing an excellent client experience and delivering great customer service.
Outside of work Clare is newlywed, enjoys films, walking, wildlife and travel.
Jade began her career in the financial profession with us in 2018. She is currently studying as a financial services administrator. Once she has completed her current studies, Jade is looking to become a qualified financial adviser.
In her spare time Jade enjoys being creative particularly in her own fashion ideas and modifying existing designs. Jade also enjoys visiting new places and trying out local traditions.
Emma has worked for Kent Carlyle since January 2019 as an Accounts Administrator. She started her career working as a Customer Adviser within Company Pensions at AVIVA.
Outside of work Emma spends time with her 2 young children. She also enjoys walking her dog and socialising with family and friends.