
Your partner in charting a
successful financial journey.
Healthcare

An investing experience centred on your goals
When you invest with us, your Wealth Advisor examines your full financial picture to ensure that your portfolio and wealth plan are working together to help you achieve what’s most important to you and your family.
Discovery
First, your Wealth Advisor will learn about your current lifestyle and future aspirations and help you define your personal and financial goals.
Analysis
Next, your Wealth Advisor will build a personalized wealth management plan based on your risk tolerance, time horizon and liquidity needs.
Action
Your Wealth Advisor will identify opportunities that align with your priorities and transition your assets into a custom-built portfolio.
Businesses evolve:
Models should too
Most models are designed for specific transactions, such as exits or refinancing, and they often lack adaptability as the business grows. Our scalable models evolve in tandem with the business.
Flexibility
accelerates
decision making
Models are often over complicated, slow to operate and difficult to understand. Our interactive models enable finance teams and investors to quickly conduct live scenario analysis.
The Power of
Data Visibility
Quick, effective decision making is limited by poor data visibility.
Using proprietary Excel architecture, finance teams actualise at the push of a button.
Ready to invest?
Connect with our advisors to build a personalised financial strategy
Contact Details
Call us:
+44 (0) 1233 841 807Email us:
enquiries@kentfinance.co.ukWrite to us:
1 Sunflowers, Pluckley, Kent TN27 0PDKent Finance Limited is a company incorporated in England and Wales with registration number 9877141 and is a registered member firm of the Institute of Chartered Accountants in England and Wales. A list of the directors is available at our offices and on request.