About us

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.

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Reviews and Ratings for Financial adviser James Etheridge, Rochester

Meet the team

Our 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.

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We work best with people who are:

Approaching retirement

Retirement might still be 5-10 years away, but you want to ensure you have the means to secure the future you want.

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At retirement

You’ve worked all your life and are now ready to retire, but want to ensure life after work is a worry-free new chapter.

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Already retired

You've already retired, but you want a strategy to ensure you have enough to live and enough to leave behind.

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Divorcing or seperating

You’re looking for guidance, a review of your financial situation and a plan to secure the new life that you deserve.

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Get in touch

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