Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As...

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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

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Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that...

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Welcome to Metcalf Wealth Managers - Independent Financial Advisers in Churchill Square, Kings Hill, Kent

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together; to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01732-780613 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you. The first meeting is at our expense.

Our Areas of Expertise

    • 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 a...

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    • 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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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 - reconfirmed 27 June 2024, London