Client Testimonials

  • After much searching and initial enquiries with finance / investment management advisors it proved the right decision to go with Metcalf. At all stages confirmation that solution options met with my needs was paramount and always with a relaxed very professional approach. Louisa and the team are extremely knowledgeable.”

    J Farrington - 25 January 2024, West Malling
  • I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure.  The team have also been integral regarding monthly drawdowns from the SIPP in a tax-efficient way, keeping me fully informed on the corresponding paperwork trail as necessary.  I fully recommend their advisory services accordingly.

    Mr Smith - 11 January 2024, Headcorn
  • Metcalf Wealth Managers provide a highly professional service in a very friendly and helpful way which I value and appreciate. Louisa is extremely knowledgeable and explains matters properly without being confusing. I trust her guidance, advice and recommendations and I feel that my investments are being well managed and are in very capable hands.

    Mr Sapsford - 10 January 2024, Addington
  • I have been very pleased with the quality of work you carried out on my behalf and would be happy to both recommend you to others and approach you for your assistance again once my finances and/or situation requires it.

    A Johnston - 31 May 2023, London

Other Areas of Expertise

  • Business Insurance

    All businesses are exposed to risks in their day-to-day operations. Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently...

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  • Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed...

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  • Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added...

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