Welcome to Chantler Kent Investments

Mission Statement

Our mission is to always treat our clients fairly, creating long term relationships of trust and mutual respect

Chantler Kent Investments have developed a reputation for bespoke, expert, independent financial advice to both companies and individual clients. Our specialist teams provide a professional and friendly service which focuses on your financial objectives.

Our tailored approach ensures our chartered, financial and lifestyle financial planners together our team of paraplanners take time to understand your long-term goals and assist you in meeting your future financial objectives. Chantler Kent Investments are independent financial advisers and are therefore free to explore a broad range of products and services.

Whether it is investment advice, retirement planning, inheritance tax planning or simply reducing monthly expenditure, we have the experience necessary to achieve the right solution for you.

Lifestyle Financial Planning

CKI Wealth Management Service

Annual Review

What is Lifestyle Financial Planning?

It is all about helping you make smart choices with your money. Lifestyle financial planning means having a financial plan that is built around the lifestyle you want both now and in the future. It is not about products but is about emotions and what is important to you. Your dream may be to move to the country or perhaps take that holiday of a lifetime. We can factor all these dreams into your financial plan which would assist you in doing this.

Lifestyle financial planning goes beyond what is traditionally referred to as wealth management, i.e. your assets, net worth, and valuations on your investments. In lifestyle planning money is just a tool to achieve your goals. We look at trying to understand the things that are important to you to achieve in your lifetime, your wellbeing, your values and finding out what you want to be doing in the future. We all have a limited time on this planet so what do you want to do with your time? It’s about you realising your goals giving you control of your life and your finances. It gives you permission to enjoy your future.

Put very simply, do you have Enough to enjoy the life you would really want?

We use cashflow modelling to illustrate Lifestyle Financial Planning.

CKI wealth management

The dedicated service offered by Chantler Kent is the planning around how you best use your resources to maximise your income and savings. We use cash flow modelling to identify your income needs both now and, in the future, looking at your proposed spending priorities. This then allows us to plan and build a strategy to invest your assets in the most tax effective way and where appropriate, the planning around legacy assets, protecting your family and future generations.

As part of this service we assess your attitude to risk, the prevailing tax opportunities and your requirements for income and growth. Following a review of your current financial position, aspirations and objectives, we then make our recommendations.

Our service proposition includes the following:

• Annual review meeting and interim updates from adviser or support

• Unlimited telephone and email access to adviser

• Valuation reports when required

• Strategic updates to accountants and other professional advisers, supplying year-end taxation information, recommending suitable professionals as needs arise

• Inheritance tax and estate planning

• Taxation planning in conjunction with accountants and other taxation advisers

• Discounted access to the market

• Discounts that increase with the value of investments

• A financial plan based upon your specific goals which are reviewed and updated regularly

• Independent psychometric testing to ascertain client attitude to investment risk

• Portfolio construction

• Qualitative analysis of investment options across the whole of market

• Cash flow modelling

Annual
Review Service

For clients who simply wish to have their investments monitored and reviewed on a long-term basis, we offer the following proposition:

• Annual consolidated portfolio valuation

• Annual meeting with an adviser to discuss and update your financial plan

• Rebalancing of clients’ portfolios

• Discounted access to the market

• Discounts that increase with the value of investments

• A financial plan based upon client specific goals which are reviewed and updated regularly

• Independent psychometric testing to ascertain client attitude to investment risk

• Cashflow modelling

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Chantler Kent Investments is authorised and regulated by the Financial Conduct Authority. No. 158927