Our Services

We offer professional, independent financial advice in all areas including:

  • Wealth Management

  • Retirement Planning

  • Executive Benefits

  • Estate and Inheritance Tax (IHT) Planning

  • Tax-efficient Financial Planning

  • Corporate Services


Our personal service is tailored to our clients’ individual needs but typically involves the following key steps:

  • Understanding your individual needs and objectives

  • Understanding your attitude to risk and capacity for loss

  • Maximising tax efficiency by identifying the most suitable strategy for you

  • Identifying suitable investments using appropriate funds

  • Ensuring your financial plan adapts to changes to financial markets and legislation

  • Regular reviews to ensure your financial plan remains suited to your circumstances and objectives

2-4 Lion & Castle Yard




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Kent Carlyle Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (Ref No: 192796). 
Kent Carlyle Wealth Management Limited (registered in England, Company No: 02770651).

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