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Financial Planners

Kent Insurance Services Ltd

Kent Insurance Services Ltd is a financial services company based in Gillingham, England. They specialize in providing financial planning services to individuals and businesses. With a team of experienced professionals, Kent Insurance Services Ltd is dedicated to helping their clients achieve their financial goals.

Introduction to Kent Insurance Services Ltd

Kent Insurance Services Ltd has been providing financial services for over 30 years. Their mission is to provide personalized and comprehensive financial planning services to individuals, families, and businesses. What makes this company unique is their commitment to building long-term relationships with their clients and helping them achieve their financial goals.

Services & products

Kent Insurance Services Ltd offers a range of financial planning services including retirement planning, investment management, insurance planning, and estate planning. They work with clients to create customized plans that meet their unique financial needs and goals. Clients can also purchase insurance policies through the company.

Location

Kent Insurance Services Ltd is located in Hempstead, a suburb of Gillingham in England. The area is predominantly residential, with a mix of single-family homes and apartment buildings. There are several small businesses in the area, including restaurants, shops, and service providers. The company is conveniently located near several public transportation options, including the Hempstead train station, which is less than a mile away.

Benefits

Customers should choose Kent Insurance Services Ltd because of their personalized approach to financial planning. The company takes the time to get to know their clients and create customized plans that meet their unique needs. They also have a team of experienced financial planners who are dedicated to helping their clients achieve their financial goals.

Good to know

Customers should be aware that Kent Insurance Services Ltd is a small, independent firm. While this allows them to provide personalized service to their clients, it means that they may not have the same resources as larger financial planning firms.

Reviews

Customers have praised Kent Insurance Services Ltd for their personalized approach to financial planning and their commitment to their clients. Many clients have reported that they feel like part of the family when working with the company. However, some customers have reported that the company's fees are higher than other financial planning firms.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning. Our financial planners work with clients to create customized plans based on their individual needs and goals.

How do you customize financial plans to fit individual clients?

We take a comprehensive approach to financial planning, starting with an in-depth analysis of each client's current financial situation and future goals. Based on this information, we work with clients to create a personalized plan that addresses their unique needs and circumstances.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management, and we do not charge any upfront or hidden fees. Our goal is to be transparent with our clients about all costs associated with our services.

What professional qualifications do your financial planners have?

Our financial planners hold a variety of professional certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We are committed to ongoing education and training to ensure that our team is up-to-date on the latest financial planning strategies and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from satisfied clients upon request. We take pride in the quality of our services and the relationships we build with our clients, and we are always happy to share feedback from those we have worked with in the past.