Address: Chantler Kent Investments 2 Roberts Mews High Street Orpington Kent BR6 0JP
Phone: 01689 607007
Our mission is to always treat our clients fairly, creating long term relationships of trust and mutual respect
Chantler Kent Investments have developed a reputation for bespoke, expert, independent financial advice to both companies and individual clients. Our specialist teams provide a professional and friendly service which focuses on your financial objectives.
Our tailored approach ensures our chartered advisers, financial advisers and paraplanners take time to understand our clients’ long-term goals and assist them in meeting your future financial objectives. Chantler Kent Investments are independent financial advisers and are therefore free to explore a broad range of products and services.
Whether it is investment advice, retirement planning, inheritance tax planning or simply reducing monthly expenditure, we have the experience necessary to achieve the right solution for you.
CKI WEALTH MANAGEMENT
The dedicated service offered by Chantler Kent is the planning around how you best use your resources to maximise your income and savings. We use cash flow modelling to identify your income needs both now and, in the future, looking at your proposed spending priorities. This then allows us to plan and build a strategy to invest your assets in the most tax effective way and where appropriate, the planning around legacy assets, protecting your family and future generations.
As part of this service we assess your attitude to risk, the prevailing tax opportunities and your requirements for income and growth. Following a review of your current financial position, aspirations and objectives, we then make our recommendations.
Our service proposition includes the following:
-Annual review meeting and interim updates from adviser or support
-Unlimited telephone and email access to adviser
-Valuation reports when required
-Strategic updates to accountants and other professional advisers, supplying year-end taxation information, recommending suitable professionals as needs arise
-Inheritance tax and estate planning
-Taxation planning in conjunction with accountants and other taxation advisers
-Discounted access to the market
-Discounts that increase with the value of investments
-A financial plan based upon your specific goals which are reviewed and updated regularly
Independent psychometric testing to ascertain client attitude to investment risk
-Qualitative analysis of investment options across the whole of market
-Cash flow modelling