Kent Business Directory

Rootes Wealth Management

Rootes Wealth Management logo Rootes Wealth Management – Professional Services

Category: Professional Services › Financial Advisers

Founding Member of Kent Business Directory

Premium Member

Based in: Tonbridge, Kent

Address: Riverside House, River Lawn Road, Tonbridge, TN9 1EP

Service areas: Maidstone, Canterbury, Dartford, Gravesend, Ashford, Tunbridge Wells, Tonbridge, Sittingbourne, Folkestone, Margate, Chatham, Gillingham

We offer independent financial advice or mortgages, pensions, investments and retirement planning.

Rootes Wealth Management are an independent financial advice firm based in Tonbridge, helping individuals and families make confident decisions about their money. We advise on mortgages, investments, pensions, retirement planning and protection, and we focus on turning financial jargon into plain English so everything feels easier to understand. Our approach is personal and tailored, because no two situations are the same. We take time to get to know you, understand your goals and recommend solutions that fit your life rather than treating one issue in isolation. We also offer portfolio management, annual reviews and quarterly investment updates to help keep plans on track as life changes. Whether you are buying a home, building long-term savings, planning for retirement or reviewing existing pensions and investments, we aim to provide friendly, straightforward support that helps you feel informed, reassured and in control of your future.

Phone: 01732 247360

Email: contact@rootes.co.uk

Website:

Keywords: independent financial adviser Tonbridge, ifa, financial advice Tonbridge, pensions advice Tonbridge, retirement planning Tonbridge, mortgage advice Tonbridge, investment advice Tonbridge, protection insurance advice Tonbridge, portfolio management Tonbridge, financial planning Kent, pensions and investments Kent, mortgage broker Tonbridge, wealth management Tonbridge

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Frequently Asked Questions

What can Rootes Wealth Management help with?
We help with mortgages, investments, pensions, retirement planning and protection insurance. We also provide broader financial guidance so we can look at your overall plans rather than focusing on just one issue in isolation.
How do we usually work with clients?
We primarily operate by video call, phone and email. We have regular check-ins, with at least annual reviews and quarterly investment updates for portfolio clients.
Do we offer mortgage advice?
Yes, we advise on mortgages for buying or financing a home. We can help with areas such as first-time buying, remortgaging, reviewing deals and understanding what earnings and credit may allow.
What pension support do we provide?
We help make sense of pension schemes, contribution levels and investment risk, and we provide retirement-related guidance. We also publish pension guidance designed to explain options in straightforward terms.
How do our fees work?
There is no charge until we agree what we are going to do and how we are going to do it. Typical fee's are listed on our website.

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