Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Royal Tunbridge Wells

Covers

City of London, East Sussex, Kent

Andy Kirk

Chartered Financial Planner

I have been working in financial services since 1983, specialising in personal finance and wealth management as an Independent Financial Adviser since 2012.

I provide bespoke solutions to each client by understanding their personal goals and objectives. Then, through tax efficient planning, robust wealth management and regular monitoring and reviews our team ensure clients are on target to meet, and even exceed, their goals and objectives.

I provide advice on all areas of financial planning. I build my relationships with clients based on mutual trust, openness and integrity and enjoy helping them navigate the often complex world of pensions and investments.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Royal Tunbridge Wells

Covers

City of London, East Sussex, Kent

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