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Financial Advising Services

Keith Sanham Chartered Financial Planner

Keith Sanham Chartered Financial Planner is a reputable financial advising company based in Maidstone, England. They specialize in providing top-notch financial services to their clients, ensuring that they make informed decisions about their finances. With their team of experienced professionals, Keith Sanham Chartered Financial Planner is committed to delivering exceptional services that meet the unique needs of each client. Their expertise in financial planning and management has earned them a solid reputation in the industry, making them a go-to choice for anyone seeking reliable financial advice.

Introduction to Keith Sanham Chartered Financial Planner

Keith Sanham Chartered Financial Planner is a financial advising company based in Maidstone, England. With over 15 years of experience in the industry, the company provides expert financial advice to individuals and businesses. What makes this company unique is its commitment to personalized service, always taking the time to understand each client's unique financial situation and needs.

Services & Products

Keith Sanham Chartered Financial Planner offers a range of financial services, including retirement planning, investment advice, tax planning, and estate planning. Clients can also access the company's online portal, which provides a comprehensive overview of their financial situation and allows them to track their progress towards their financial goals.

Location

Located in Maidstone, Keith Sanham Chartered Financial Planner is situated in a bustling business district. The area is home to a variety of businesses, from tech startups to established law firms. Clients can expect a lively atmosphere and a range of dining and shopping options. The company is conveniently located near several public transportation options, including the Maidstone West train station (0.8 miles), the Maidstone East train station (1.2 miles), and the Maidstone Bus Station (0.6 miles).

Benefits

Clients choose Keith Sanham Chartered Financial Planner for its personalized service, expertise, and commitment to helping clients achieve their financial goals. With a team of experienced financial advisors, clients can trust that they are receiving the best possible advice and guidance for their unique situation.

Good to Know

Clients should be aware that Keith Sanham Chartered Financial Planner is a fee-based financial advising service. This means that clients pay a fee for the company's services, rather than the company receiving commissions on any products sold.

Reviews

Clients rave about Keith Sanham Chartered Financial Planner's personalized service and expert advice. Many clients have found success in achieving their financial goals with the help of the company's dedicated team of financial advisors.

Amenities

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    free consultation
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    online services
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    investment advice
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    retirement planning
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    tax planning
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    insurance services
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    asset management
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    budgeting assistance
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    debt management
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    credit counseling
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    estate planning

FAQ

What is your experience and qualifications in providing financial advising services?

We are a team of Chartered Financial Planners with years of experience in providing financial advising services to clients. We have all completed extensive training and hold relevant qualifications in the field.

What types of financial services do you offer?

We offer a wide range of financial services, including investment planning, retirement planning, tax planning, estate planning, and more. We work closely with our clients to determine their specific needs and tailor our services accordingly.

How do you customize your services to meet individual client needs?

We take a personalized approach to each client and work closely with them to understand their unique circumstances and goals. Based on this information, we create a customized financial plan that meets their specific needs and objectives.

How do you charge for your services and what are the fees?

We charge a fee for our services, which is based on the complexity and scope of the work required. We are transparent about our fees and will provide a detailed breakdown of all costs before beginning any work.

What is your process for monitoring and adjusting investment portfolios?

We closely monitor our clients' investment portfolios and regularly review and adjust them as needed to ensure they remain aligned with their goals and risk tolerance. We also provide regular reports and updates to keep our clients informed of their portfolio's performance.