About Raymond James Weald of Kent Branch

We can help take the weight of worry you might have about managing your wealth off your shoulders.
Raymond James, Weald of Kent is an investment, wealth management and financial planning practice based in the heart of Kent with offices in Maidstone and Tenterden. Our focus is on the creation, growth and preservation of private, corporate and family wealth by offering expertise in a range of investment management services and financial planning areas.For many years we operated as a part of Whitehead Monckton solicitors, providing financial planning and wealth management in addition to the legal services provided by the firm. In 2013 the team became an independent branch of Raymond James Investment Services. We recognised the importance of being able to continue to offer our personalised service matched with international investment and product research.We retain a close relationship with Whitehead Monckton, enabling them to provide advice on succession and tax planning as a component part of the overall financial planning for our clients. The Weald of Kent Branch is your first point of contact, where our focus on excellent client care is matched with the investment expertise backed by an international firm.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Find the best price for your project, click on a trade to get started