Our client is a Chartered independent wealth planning firm in Kent offering whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. Currently they manage the affairs of 1000 clients with assets ranging from 100k – 20m. The business has 600m AUM. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both p…