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.
Read lessVery happy with both the service and products recommended by Louisa at Metcalf Wealth Management, I found the whole process to be very easy, and was put under no pressure whatsoever to accept any particular product. In short, good honest advice by a very friendly adviser.
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.”
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.
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.
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.
CONTACT US
Metcalf Wealth Managers
Suite 9, 10 Churchill Square
Kings Hill
West Malling
Kent
ME19 4YU
T: 01732-780613
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Metcalf Wealth Managers Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Metcalf Wealth Managers Ltd is entered on the FCA register (www.FCA.org.uk) under no. 229367.
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered office: Suite 9, 10 Churchill Square, Kings Hill, West Malling, England, ME19 4YU. Registered in England and Wales Number: 12939624.
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