Collett Wealth Management specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on retirement planning, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. We can also arrange mortgages as part of our holistic approach to client’s needs.
As a Partner Practice of St. James’s Place based in Tenterden and serving across the Weald, our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Please get in touch if you would like some initial advice or a no obligation financial review.