Financial Advice for Clients Across Kent

Off Piste Wealth provides independent financial advice to clients across Kent — including Tonbridge, Tunbridge Wells and Sevenoaks — authorised and regulated by the Financial Conduct Authority (firm reference number 955277). We advise on pensions, ISAs, Venture Capital Trusts, inheritance tax planning and long-term investment management.

How we work with Kent clients

We don't run a high-street office. We meet Kent clients in person where practical and by video call — which keeps our costs down and means advice fits around your schedule rather than office hours. Every relationship begins with a full fact-find before any recommendation, with costs agreed in writing up front and a review at least once a year. The first conversation carries no obligation.

Independent advice for Kent professionals and families

We work with people across Kent who want whole-of-market advice: consolidating scattered pensions, planning retirement income, investing tax-efficiently, and protecting family wealth from unnecessary inheritance tax. Because we are independent, our advice isn't tied to any single provider.

What we advise on

• Pension planning, consolidation and retirement income
• ISA and tax-efficient investing
• Inheritance tax and estate planning
• Venture Capital Trusts, where suitable
• Investment management matched to your goals and risk profile

Book an initial conversation

01732 500069 · Book a no-obligation call

Off Piste Wealth Ltd is authorised and regulated by the Financial Conduct Authority. The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on individual circumstances and may change. This page is information, not personal advice.