Investment Advice in Tunbridge Wells, Kent

Whether you already have investments or you’re investing for the first time, our IFAs offer expert Investment Advice in Tunbridge Wells and Kent. You can rely on us to deliver an independently managed investment strategy that brings real benefits.

Our financial advisors in Tunbridge Wells and Kent offer a range of investment advice including:

  • Tax Free Investments
  • Tax Efficient Investments
  • Lump Sum Investments
  • Regular Premium Investments
  • Ethical & Socially Responsible Investments
  • Investing for Children
  • Investing for School Fees
  • Investing for Retirement
  • Investment Review Service

What does our Investment Advice service in Kent & Tunbridge Wells include?

  1. Free Initial Review – Our IFAs can offer you a free, no obligation initial review. We will look at your current investments and find out your financial goals. We’ll talk about how we can help you and our investment advice process
  2. Researching your Options – With over 15 years of investment expertise, we’ll research and select from a wide range of strategies and asset classes to provide you with a diverse portfolio that is inline with your investment objectives and risk profile. We focus on managing investment volatility to ensure we achieve a relatively consistent return for your investments. We always aim to capture rising markets and avoid the worst of falling markets
  3. Our recommendations – We will recommend any adjustments needed to align your investment to better meet your objectives within your tolerance to risk. We want to ensure that you are not taking too much, or too little risk.
  4. Ongoing reviews – We’ll meet with you regularly to ensure you’re achieving your financial goals.

Why choose us for Investment Advice in Tunbridge Wells and Kent?

  • We have been in the Top 250 IFA’s on VouchedFor for four years running – see our reviews
  • We are Chartered Financial Planners. This is a highly prestigious designation with demanding qualification criteria. Find out more about the Chartered status
  • Our IFAs have over 15 years of experience giving investment advice in Tunbridge Wells, Kent, East Sussex and further afield. Learn more about the Clifford Osborne team
  • Clifford Osborne are members of:
    • The Equity Release Council
    • The Society of Later Life Advisers
    • The Personal Finance Society
    • The Society of Mortgage Professionals
  • All of our financial advisory and financial management services in Tunbridge Wells and Kent, are provided on a fee basis, agreed with you in advance along with various payment options to suit. Read more information about our fee options.

“Paul provide a straightforward no nonsense approach to financial planning. An honest appraisal of risk versus age and all likelihoods examined in a sensible way. I like the way and can call Paul any time with a question and more formal sessions planned throughout the coming years. Efficient and professional.”

Chris, Kent

“Very professional. Discussed situation thoroughly and found out what level of risk I was prepared to take. Explained things clearly. Always at the end of an email for help.”

Jane, Kent

“Paul is very professional and approachable, very tenacious in sourcing the best financial products to suit me and is always keen to outline in detail the pros and cons of any product in a way that is easily understandable, exactly the level of service I want from a financial adviser …”

David, Tunbridge Wells, Kent

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    We are not tied to any financial institution and therefore offer you truly independent advice

    A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.

    If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.

    We are happy to serve clients with any level of wealth.

    Call 01323 403 444 or use our secure form via the button below.