Wealth Planning Associates are a member of Quilter Financial Services who were ranked the number one by FT adviser top 100 financial advisers list. http://rankings.ft.com/exportranking/top-100-financial-advisers-2019/pdf
Our main ethos at Wealth Planning Associates is customer care – the success of which means that our core business now comes from our existing clients and client recommendations. With our head office in Discovery Park, Sandwich, and advisers in a variety of locations, we are able to offer clients advice throughout Kent, London and the surrounding areas.
Our advisers are highly trained, with some of the team specialising in more complex financial areas. We pride ourselves in offering professional, tailored advice to all of our clients even if this is just giving them the reassurance that the financial products they already have are indeed the right choice for them. The success of our business is based on the long-term relationship with our clients.
Our History
Established in 2009, our team of experienced advisers have worked in a variety of major financial institutions before electing to progress their career with Wealth Planning Associates. We aim to deliver a personal service that many traditional corporate financial institutions do not deliver anymore.
Our Business
Wealth Planning Associates prefers to deal with clients on a face to face basis in delivering wealth management advice and other financial advice to individuals, trustees and businesses.
As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients including inheritance tax or retirement planning.
Our Service Commitment
Wealth Planning Associates are committed to offering our customers the highest possible standards of service. We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects when dealing with you.