I am proud to lead a business which believes in being a valued, trusted partner and mentor to our clients, staff and all those around us. We do this by sharing our wealth management and financial planning expertise, guidance, integrity with our clients to provide them with support, optimism and a more secure future.Tel: 020 3150 3007Email: kevin@avantiwm.co.ukWebsite: www.avantiwm.co.uk 2A Wrotham Business Park, Herts, EN5 4SZ www.linkedin.com/company/avanti-wealth-management-ltdEndorsements: • Pension Planning• Personal Finance• Inheritance Tax Planning• Business Planning• Retirement• Leadership• Mentoring• Estate Planning • Business Strategy• Coaching• Aspects of Exit StrategyThe Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Listed skills include Wealth Management, Pensions, Financial Advisory, Investments, and 33 others.