Kieron Robertson

Concierge Wealth Management

Telephone: 01892 506 928

Mobile: 07840 245 968

Email: kr@conciergewealth.co.uk

Website: http://www.conciergewealth.co.uk

Address: Pantiles Chambers, High Street, Tunbridge Wells, Kent TN1 1XP

Type of member: Financial Adviser

Member since: March 2017

After graduating in Economics & Financial Services, Kieron became an adviser in 1997 and now, as a Chartered Financial Planner, specialising in the later life arena where he focuses on helping those clients approaching, or at, retirement (together with their Trustees and/or Attorneys), advising on:

  • Retirement Planning;
  • Investment Planning;
  • Long Term Care Fees Planning;
  • Estate/Inheritance Tax Planning

A “Later Life” specialist, Kieron is an accredited member of the Society of Later Life Advisers (SOLLA), and has made regular contributions to local media publications, local BBC radio (Kent & Sussex) and enjoys presenting seminars on a range of later life topics.

His philosophy is that planning, of any kind, needs firm footings upon which to build so he likes to spend time getting to know his clients, discussing both their current and future lifestyle objectives, usually finding that whilst the monetary side is important, it is the ability to do things with the money which is of a much higher significance and continues to strive to help his clients live the life they want without fear of running out of money.

Kieron has offices in Tunbridge Wells and Shoreham-by-Sea.

Concierge Wealth Management Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. 

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