About us (popup test) — Chantler Kent

Established in 1993, Chantler Kent Investments has built a team of specialists which includes financial advisers, chartered advisers, paraplanners and experienced administration staff. Our goal is to provide our clients with a bespoke, friendly service which meets their financial goals and allows them to have control of their finances now and in the future.

Claude Carletide
Partner
claude@cki.london

With over 40 years' experience in the financial service sector, David is one of the founding partners in Chantler Kent Investments specialising in Wealth Management and Inheritance Tax Planning . David’s former business was as owner of a seven office estate agency and a property development company.

David Glass
Partner
david@cki.london

Richard has been in Banking and Finance since 1977. Having had a successful career with Lloyds Bank for over 18 years, he set up his own practice in 1996 before joining Chantler Kent Investments in 2012. Richard specialises in Wealth Management, Retirement Planning, Inheritance Tax Planning and Later Life Advice. He is a keen golfer and skier

Richard Gibbons
Financial Adviser
richard@cki.london

Julian has been in the industry since 1986 and joined Chantler Kent in 2010.
He previously had 15 years’ experience administering and valuing final salary pension schemes. He specialises in pension and investment advice. He is experienced and authorised to advise on final salary transfers.
He is a passionate sportsman who likes to keep fit. A lot of his spare time is now taken up training and watching his two sons play football and enjoying his young daughters dancing pursuits.

Julian Durand
Chartered Financial Adviser
julian@cki.london

Jeremy is a specialist financial consultant who has Vlooking after the financial needs of the medical & dental professions for over 30 years. As a small business owner and family man, Jeremy has accrued all the experience necessary to empathise with his clients’ circumstances.

Jeremy Howard
Financial Adviser
jeremy@mediclub.org.uk

Ashley joined Chantler Kent in 2012, with previous experience since 1983 after graduating from York University at NPI, Sun Life, Axa and as a director at Andrew Kent and Partners and more recently with Rayment Matthews and Johnson.
Ashley’s extensive experience in the market and specialist pension knowledge allows our clients to benefit from advanced areas of financial planning in the pensions and inheritance tax planning arena.
His passions outside of work are for fly fishing, art and music,and he enjoys cooking.

Ashley M October
Financial Planner
ashley@cki.london

Sarah joined Chantler Kent in early 2016. She has over 25 years' experience within financial services.
Sarah is a firm believer in Lifestyle Financial Planning, which means ‘financial planning with an end in mind’. The ‘end’ is all about helping clients get a better life! Sarah believes in taking the time to get to know her clients, their goals and aspirations. Her approach is one of delivering solutions in a clear, understandable way and regularly reviewing these to ensure that things stay on track to meet the clients' goals.
In her spare time Sarah is a keen fund raiser for women’s cancer charities and has ridden 400km across Tanzania, Brazil and Costa Rica raising over £20,000. She is embarking on another trip to Sri Lanka in 2022 for the same causes. She enjoys travel and cooking from all around the world. During the pandemic Sarah has helped support local business’s by providing a take away delivery service for her local micropub and Indian restaurant to help keep the businesses going.

Sarah Grinnell
Lifestyle Financial Planner
sarah@cki.london

Rob has been a pensions and investment professional for over 35 years, joining Chantler Kent Investments in January 2018. He spent many years with Aegon as National Development Director gaining considerable experience in Corporate Pensions, leaving them to head up retirement consulting businesses for Origen, Punter Southall and then Capita. He takes pride in helping clients understand and achieve their financial objectives and avoid the many mistakes that can be so easily made. In his spare time he is a drummer, keen golfer and regularly tours Europe and beyond on his BMW Adventure Motorbike.

Rob Tinsley
Financial Adviser
rob@cki.london

Steve has been in the Financial Services industry since 1986, firstly working for an Insurance Brokerage through to running his own IFA business for 23 years before merging with Chantler Kent Investments in 2014.

Steve Wright
Financial Adviser
steve@cki.london

James joined us at the beginning of 2016, having previously worked for 2 years at an estate agency in Tunbridge Wells.
He is currently a member of our mortgage department. He specialises in all areas of mortgage advice, including residential, buy-to-let and equity release.
In his spare time James is a keen sportsman; his weekends are mostly filled with playing golf and cricket

James Hughes
Financial Adviser
james@cki.london

Charles joined CKI in 2013, having previously studied Economics, graduating with honours at The University of Kent, Canterbury.
He currently specialises in all areas of mortgage advice, including residential, buy-to-let, and equity release.

Charles Bertuello
Financial Adviser
charles@cki.london

Michael joined the Gateway Building Society in 1976 and was quickly promoted to Manager.
He established his own business in 1979. He successfully ran The Mortgage Centre Beckenham until October 2004 when the company merged with Chantler Kent Investments.
With over 35 years’ experience, Michael’s speciality within Chantler Kent Investments is domestic and buy to let mortgages.

Michael Harding
Mortgage Adviser
michael@cki.london

Carmel Joined CKI in April 2015 as our Practice Manager. She was a self-employed software trainer and administrator since 2004 and previously employed as an Office Manager in various IFA practices. She has gained a wealth of experience in office procedures and systems which she has brought to CKI. Carmel has been in the financial services industry since 1987.
Carmel is a Certified Master Practitioner of NLP, Time Line Therapy & Hypnosis. She enjoys expanding her knowledge, reading and spending time with her family and friends.

Carmel Burke
Practice Manager
carmel@cki.london

Chris has been in financial services since 1996 and has held a number of different roles, including adviser, director and paraplanner. He also brings experience as a Compliance Officer and Operations Manager to assist in tailoring our proposition to meet the needs of our clients. Away from work Chris plays cricket, enjoys travelling and is a decent cook.

Chris Hand
Paraplanner
chris@cki.london

Formerly a PA with the Foreign Office, Marianne has been in financial services since 2001. She joined Chantler Kent Investments in 2003 as a Senior Administrator and is responsible for the management of Chantler Kent’s Wealth Management Programme. Her specialist expertise is invaluable in ensuring that our clients’ requirements are satisfied and that all transactions are processed quickly and efficiently.

Marianne Tatchell
Personal Assistant to Claude Carletide
marianne@cki.london

Jan joined CKI in July 2016 and has already established herself as a valuable member of our admin team.
Jan previously worked for Charles Stanley Stockbrokers as a Senior Administrator She has been in the financial services industry for over 20 years .
In her spare time, Jan enjoys ballroom dancing and photography.

Jan Wake
Personal Assistant to Richard Gibbons and Sarah Grinnell
jan@cki.london

Wendy has had a career in Financial Services since 1977, firstly working for HSBC Bank before moving to a local firm of Independent Financial Advisers, then joining Chantler Kent Investments in 2014 as Personal Assistant to David Glass and Steve Wright.
Wendy enjoys travelling, theatre and live music of all genres.

Wendy Grimes Personal Assistant to David Glass and Steve Wright
wendy@cki.london

Carole joined Chantler Kent Investments in June 2004, having previously worked in an administrative role with a local Independent Financial Adviser.
She now oversees the Mortgage Department within the company with invaluable support from our team of Mortgage Consultants

Carole Carter
Manager Mortgage Department
carole@cki.london

Emma joined Chantler Kent in 2012, where previously she had worked for another financial adviser since 2000.
Emma works on reception and her role at Chantler Kent involves supporting the advisers, mainly for the protection side of the business.
In her spare time she enjoys, films, theatre, pub quizzes and spending time with her family

Emma Burd
Administrator
emma@cki.london