Metcalf Wealth Managers Ltd are an appointed representative of 2plan wealth management which is authorised and regulated by the Financial Conduct Authority. Metcalf Wealth Managers Ltd is entered on the FCA register (www.FCA.org.uk) under no. 229367.
The key foundation of our business model is providing professional financial advice.
The 'client experience' is paramount and we pride ourselves in building lasting client relationships.
We act solely in the best interests of our clients at all times. As independent financial advisers, we do not act on behalf of any product provider or insurance company.
We are lifestyle financial planners based in Kings Hill, near West Malling in Kent.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together; to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01732-780613 and we'll be pleased to help you.
Company Details
- Founded
- -
- Address
- Suite 3, 10 Churchill Square,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- metcalf-ifa.co.uk
- Keywords
- Financial Advice, Pensions, Investments, Life Assurance, Estate Planning, Retirement Planning, Lifestyle Financial Planners, Insurance.
- HQ
- Kings Hill, West Malling, UK
Metcalf Wealth Managers Questions
Metcalf Wealth Managers's website is metcalf-ifa.co.uk
Metcalf Wealth Managers's LinkedIn profile is https://uk.linkedin.com/company/metcalfwealth
Metcalf Wealth Managers's industry is
Financial Services
Metcalf Wealth Managers's top competitors are
Sacre Associates,
Clear Financial Advice,
Sj Financial Advice,
Spend Time,
Pelier Financial Limited,
Milopark Asset Management Llc,
Stennings,
Sj Goodman Financial Services, Inc.,
Hillside Financial Planning Limited,
Osprey Wealth.
Metcalf Wealth Managers's categories are Financial Services
Metcalf Wealth Managers's founding year is 2003
