Pentins Financial Planners, an Independent Financial planner based in Canterbury, has provided financial advice to clients since 1986. At the helm of Pentins Financial Planners are Chartered Financial Planners and Managing Directors Oliver Secomb and Samantha Secomb. Having each garnered experience working for other organizations, they joined forces at Pentins Financial Planners in 2016. Driven by passion, Samantha finds fulfilment in making a positive difference for the benefit of clients. At the same time, Oliver Secomb, a Fellow of the Personal Finance Society and a Chartered Financial Planner holding a BA Hons in Finance, brings a wealth of expertise to the firm. With a proud track record of helping clients achieve their dreams, Pensions Financial Planners is dedicated to providing the best advice tailored to each client's specific circumstances. Catering to intelligent and busy individuals who prefer to spend their time on something other than financial planning, the firm remains in close contact to review plans and ensure clients stay on track toward realizing their dreams. Pentins Financial Planners takes pride in being Independent, allowing their advisers to select products from the entire market. This independence enables them to recommend any product from any company, ensuring it aligns with clients' needs and objectives.
UNIQUE FACTS:
• Free Consultation.
• Online Appointments.
• On-site Services.
• Independent Financial Advisers.
• Chartered Financial Planners.
• Initial Meeting.
3 Best Financial Services in Canterbury, UK
Expert recommended Top 3 Financial Services in Canterbury, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
PENTINS FINANCIAL PLANNERS REVIEWS
We have been using Pentins Financial Planning for many years. Since Samantha has joined the company we have been able to completely review our various investments and are we pleased with the results to date. Samantha and Oliver are knowledgeable and experts in their field, and explain all aspects of their strategies in layman’s terms, which makes for easy understanding. Samantha has changed our platform provider to a more cost effective one, and from what we have seen over the last few months, a more productive one. We would recommend Samantha and her team to any new clients looking for a well run and proactive Financial advisory service.
Pentins have been my financial planners for several years as they were recommended to me through my workplace. I have consistently found them helpful and professional, and also approachable and friendly.
We had our yearly update with Sam yesterday. As usual we felt confident with all our investments. Sam clearly covers every aspect clearly, leaving us very happy with our choice of financial advisors. Great service!
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Huggins Wealth Management Ltd, a professional financial adviser located in Canterbury, has assisted families and individuals in achieving their financial goals since 2003. At the helm of the firm is Paul Huggins, the Independent Financial Adviser, and Lynsey Huggins, who serves as the Company Director. With a talented and dedicated team, they focus on tailoring solutions to meet their clients' unique goals. Lynsey Huggins, the Company Director, has been active in the financial sector since 1999. Huggins Wealth Management Ltd strongly emphasises treating all communication with the discretion and confidentiality expected by clients. Collaborating with clients, the firm works to create a holistic financial plan that provides a clear path to achieving financial goals. The firm is dedicated to helping families and individuals prosper by offering guidance to ensure clients receive an investment plan that aligns with their needs and objectives. Through a careful investigation of finances, areas that can be simplified and improved are identified. Huggins Wealth Management Ltd passionately advocates for an evidence-based approach to investments and pensions, drawing on decades of data indicating its reliability and consistent long-term performance. Built on solid relationships, the financial planning service provided by Huggins Wealth Management Ltd reflects their commitment, as they continue to work with their first family even after 19 years. Clients are encouraged to contact the firm to explore how they can assist, relying on their experienced team of investment advisors to guide them toward a personalized and suitable investment plan.
UNIQUE FACTS:
• Free 1 Hour Initial Consultation.
• Tailored Solutions.
• Bespoke Holistic Plan.
• Free Consultation For New Client.
• Secure Technology Platforms.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
HUGGINS WEALTH MANAGEMENT LTD REVIEWS
I highly recommend using Huggins Wealth Management. Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service.
I honestly can't think of anything. Paul has always taken my calls, and offered highly professional and very clear advice in a timely way.
Paul was excellent with good investments.
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Craven Street Wealth stands out for its elevated level of expertise. Operating from Kent, Sussex, and London offices, their financial planners deliver independent wealth management services to individuals, families, and businesses throughout the UK. The Craven Street Wealth team leverages their expertise to benefit individuals, families, businesses, and the community. Working collaboratively with clients empowers them to make confident, well-informed decisions to achieve various personal, financial, and business objectives. Recognizing each client's uniqueness, the Craven Street Wealth team, drawing on their experience, expertise, and specializations, focuses on providing tailored advice and services. Whether clients are in the wealth-building phase, planning for retirement, or contemplating leaving a legacy, Craven Street Wealth ensures a quality service customized to their needs. One of the distinguishing features of Craven Street Wealth is its unique experience collaborating with lawyers, solicitors, and accountants to achieve clients' objectives. The team is passionate about working with these professionals to complement their services and provide comprehensive support to clients.
UNIQUE FACTS:
• Deliver The Best Possible Service.
• The Highest Level Of Expertise.
• Creating Tailored Solutions.
• Provides Exceptional Service.
Speciality:
Contact:
Working Hours:
Fri: 8:30am - 4:30pm
Sat & Sun: Closed
TBR® Inspection Report:
CRAVEN STREET WEALTH REVIEWS
Tarvos Wealth have been fantastic in giving advice about our pensions. They did all the investigations and paperwork involved in consolidating our previous pensions and gave sound advice on how best to go about future investments. We were kept updated every step of the way and everything was well explained. No problem was too small for them to solve. Highly recommended.
If you need advise regarding managing your savings , investments and retirement funding then Tarvos Wealth as the people to contact.
Louise is a highly professional and caring lady in whom I have every confidence. I can highly recommend.
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