Enjoy your life, the way you want to
At Gillinghams Independent Financial Advisers Limited, we believe in empowering individuals to achieve financial clarity and security. We are a team of experienced professionals dedicated to providing personalised financial planning and investment guidance to clients across various life stages.
Our Vision
Our vision is to enable individuals to take control of their financial destinies through tailored guidance and ongoing support. We believe in building long-lasting relationships based on trust and accountability.
Our Values
- Client-centeredity: We prioritize understanding your unique goals and circumstances to tailor our advice.
- Integrity: We uphold the highest ethical standards and transparency in our financial planning process.
- Sustainability: We advocate for responsible investing that aligns with your values and financial goals.
- Collaboration: We believe in working in partnership with you to achieve your financial aspirations.
Our Expertise
We offer a comprehensive range of services across various financial planning areas, including:
Wealth Management
- Developing and implementing bespoke investment plans
- Portfolio review and optimization
- Retirement planning and accumulation strategies
Pensions & Retirement Planning
- Maximizing your potential retirement benefits
- Pension consolidation and drawdown strategies
- Retirement planning for business owners and executives
Ethical Investing
- Sustainable and responsible investment options
- Impact investing strategies
- Alignment of your investments with your personal values
Family Protection & Equity Release
- Estate planning and preservation strategies
- Insurance review and risk management
- Equity release options for later life planning
Later Life Planning
- Care planning and financial strategies for long-term care needs
- Asset protection planning
- Retirement planning for post-career life
Business Advice
- Retirement planning for employees and executives
- Business succession planning
- Tax and financial planning for small businesses
Committed to Quality Service
At Gillinghams, we are committed to providing a high-quality, personalized service. Our team of experienced professionals will work closely with you to:
- Gather and understand your financial goals and concerns.
- Develop a tailored plan that aligns with your individual needs.
- Regularly review and adjust your plan as your life and financial situation changes.
