Business Details
26 Years
experience
Expert Financial Advisers in Kent & London
Wardale Fletcher has been delivering bespoke financial advice to corporate and private clients for over two decades. Our approach centres on understanding individual client needs, offering tailored solutions that preserve assets, mitigate financial risks, and support long-term wealth creation. With a focus on retirement planning, inheritance strategies, and investment management, we combine technical expertise with a personal touch.Our team of qualified professionals provides regular financial reviews, risk profiling, and fund analysis to ensure clients remain informed and in control of their financial futures. Recognised for our ethical standards and client-first ethos, we have cultivated lasting relationships across multiple generations of clients.
Services
Wealth Management
Retirement Planning
Investment Advice
Inheritance Tax Planning
Business Financial Solutions
Details
- Year established: 2000
Highlights and features
- We offer over 20 years of experience in personalised financial planning.
- Our team holds professional qualifications including DipFA and CeLTCI.
- We provide comprehensive risk profiling and fund analysis services.
- Our client reviews highlight exceptional support during critical life events.
- We maintain transparent communication with detailed documentation for all arrangements.
What people say
Knowledgeable professionals
Handled critical illness claims
Personalised service approach
Long-term investment success
Clear documentation provided
Services
Wealth Management
Our wealth management service creates tailored strategies to preserve and grow client assets. We combine risk assessment with market analysis to develop sustainable financial plans. Clients benefit from regular portfolio reviews and customised investment solutions that align with their long-term objectives.
Retirement Planning
We design comprehensive retirement plans considering individual circumstances and future aspirations. Our approach includes pension optimisation, income forecasting, and tax-efficient withdrawal strategies. Regular reviews ensure plans remain aligned with changing personal circumstances and regulatory environments.
Investment Advice
Our investment advice focuses on creating diversified portfolios matched to client risk profiles. We offer ongoing fund analysis and performance monitoring. Clients receive clear explanations of investment choices and regular updates on their portfolio's progress towards financial goals.
Inheritance Tax Planning
We develop strategies to minimise inheritance tax liabilities while preserving family wealth. Our solutions include lifetime gifting strategies and trust arrangements. While not regulated by the FCA, our advice follows strict ethical guidelines to ensure appropriate, client-focused recommendations.
Business Financial Solutions
Our corporate services address business protection and succession planning needs. We help owners implement key person insurance and exit strategies. The service includes cash flow analysis and tailored solutions to support business continuity and growth objectives.
People
Beverley Wardale
Director and Principal Financial Adviser
Beverley Wardale, DipFA qualified, has provided financial advice for over 25 years. She specialises in long-term investment strategies and has supported clients through significant life events. Her approach combines technical expertise with personal care.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, investment advice, inheritance tax planning, and business financial solutions tailored to individual client needs.
Are your financial advisers qualified?
Our team holds professional qualifications including DipFA, MLIBF, and CeLTCI, with decades of combined experience in financial planning.
How do you tailor financial plans to individual needs?
We conduct comprehensive risk assessments and regular financial reviews to create customised plans that evolve with your changing circumstances and goals.
Is inheritance tax planning regulated?
Inheritance tax planning falls outside FCA regulation, but we maintain strict ethical standards and provide transparent, client-focused advice.
What investment risks should I be aware of?
All investments carry capital risk with values that can fall as well as rise. We provide clear risk profiling to ensure appropriate investment choices.
