Located in Tenterden in Kent, the firm has been working with clients in the town and surrounding areas since 1999. Since then we have built a reputation among our clients and their professional advisers for providing expert investment advice combined with the highest levels of client service.
From retirement planning to investing for income, and from portfolio consolidation to investment advice for trustees, Investment Choices has the acumen, experience and professional knowledge to make your money work harder.
Investment Choices will work in partnership with your accountant to ensure your pension and inheritance tax issues are considered at the outset. Should the need arise, our firm’s advising principal is qualified to work for you on the investment aspects of family trust planning.
We believe that the relationship with your financial adviser should be one that is based on mutual trust and loyalty. By choosing Investment Choices, you can be assured of a long-term partner committed to helping you invest for a prosperous future.
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Inheritance Tax Planning and Trusts are not regulated by the Financial Conduct Authority