We are Independent Financial Planners based in Maidstone, Kent. We specialise in working with people at every stage of retirement, as well as those who are divorcing or separating.
We establish your financial reality and recommend changes that will secure the future you want; giving you the confidence to enjoy life to the full.
Read moreOur Financial Planner, James Etheridge, has worked in the financial services profession for nearly 20 years.
Today he is based in Maidstone and supported by a team of highly-professional administrators, paraplanners and analysts.
Find out moreWe have been included in the VouchedFor Top Rated 2025 Guide, distributed by the Times.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we’re the only Top Rated Firm in Maidstone.
Retirement might still be 5-10 years away, but you want to ensure you have the means to secure the future you want.
Read moreYou’ve worked all your life and are now ready to retire, but want to ensure life after work is a worry-free new chapter.
Read moreYou've already retired, but you want a strategy to ensure you have enough to live and enough to leave behind.
Read moreYou’re looking for guidance, a review of your financial situation and a plan to secure the new life that you deserve.
Read moreIf you would like to speak to a member of our team, please enter your details below and we will be in touch.
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