Business Details
25 Years
experience
Trusted Financial Advisers in Kent
Wardale Fletcher has been delivering bespoke financial advice for decades, specialising in wealth management for business owners, individuals, and associations. Our approach combines personalised face-to-face consultations with comprehensive risk profiling and fund analysis to preserve assets, mitigate financial risks, and create tailored wealth-building strategies. With a reputation built on ethical practice and client-centric service, we have cultivated long-term relationships spanning multiple generations of clients.Our team of qualified professionals provides transparent guidance on retirement planning, inheritance solutions, and investment strategies, ensuring clients maintain control over their financial futures. As an appointed representative of Quilter Financial Limited, regulated by the Financial Conduct Authority, we uphold rigorous professional standards while maintaining the flexibility to offer unregulated services like inheritance tax planning.
Services
Corporate Solutions
Retirement Planning
Savings and Investments
Inheritance and Legacy Creation
Professional Partnerships
Details
- Year established: 2001
Highlights and features
- Decades of experience in financial advisory services since 2001
- Personalised face-to-face advice tailored to your specific needs
- Regulated by the Financial Conduct Authority for professional assurance
- Proven track record in managing complex financial claims and protection policies
- Comprehensive risk profiling and fund analysis services included in all reviews
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Knowledgeable, professional, ethical, reliable
Handled everything during a crisis
Personal touch coupled with expert advice
Second generation clients
Clear and concise explanations
Services
Corporate Solutions
We provide tailored financial strategies for business owners to protect assets and enhance company value. Our services include risk management frameworks, succession planning, and tax-efficient investment structures. With decades of experience advising corporate clients, we help directors navigate complex financial decisions while maintaining compliance with regulatory requirements.
Retirement Planning
Our retirement planning service creates sustainable income streams through diversified investment portfolios. We conduct comprehensive needs assessments to develop phased retirement strategies that balance growth potential with capital preservation. Regular reviews ensure your pension plans adapt to changing market conditions and personal circumstances throughout your working life.
Savings and Investments
We offer diversified investment solutions tailored to individual risk profiles and financial goals. Our approach combines strategic asset allocation with ongoing performance monitoring to optimise returns. Clients benefit from access to a wide range of investment vehicles and regular portfolio reviews to ensure alignment with evolving market conditions and personal objectives.
Inheritance and Legacy Creation
Our legacy planning service helps clients preserve wealth across generations through tax-efficient structures. We specialise in creating bespoke inheritance solutions that consider family dynamics and long-term financial goals. While not regulated by the FCA, our approach combines practical advice with clear documentation to ensure your wishes are fulfilled effectively.
Professional Partnerships
We collaborate with regulated financial institutions to provide comprehensive solutions for complex requirements. Our partnership with Quilter Financial Limited ensures access to FCA-regulated services while maintaining flexibility for unregulated financial planning. This network approach allows us to deliver specialist expertise across the full spectrum of wealth management needs.
People
Beverley Wardale
Director and Principal Financial Adviser
Beverley Wardale has provided expert financial advice for over 25 years, specialising in long-term wealth management and protection policies. Her client-focused approach combines technical expertise with genuine care for clients' financial wellbeing, evidenced by multi-generational client relationships and successful claim management during critical life events.
Questions
What financial services do you specialise in?
We specialise in corporate financial solutions, retirement planning, investment management, and inheritance tax planning. Our expertise particularly benefits business owners seeking tailored wealth management strategies.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as an appointed representative of Quilter Financial Limited, which is authorised and regulated by the FCA under reference 531133.
How do you tailor financial advice to individual needs?
We conduct comprehensive risk assessments and regular reviews to create personalised strategies. Our face-to-face consultations ensure we fully understand your unique circumstances and financial objectives.
What areas do you cover?
While based in Kent, we serve clients across the UK including London and surrounding regions through our network of professional partnerships.
How do you handle financial protection claims?
Our team provides proactive support during claims processes, as demonstrated by successful critical illness claim management for clients facing challenging circumstances.
