© Copyright Acquisition International 2024 - All Rights Reserved.

Article Image - Leading Corporate Finance Management Firm of the Year – Kent
Posted 5th August 2022

Leading Corporate Finance Management Firm of the Year – Kent

Unlike many of its competitors, which focus on numbers, Chantler Kent Investments focuses on finding out what its clients want to accomplish during their lifetime and builds profitable portfolios with dreams in mind.

Mouse Scroll AnimationScroll to keep reading

Let us help promote your business to a wider following.

Leading Corporate Finance Management Firm of the Year – Kent
Close-up of Hand using writing pen with questionnaire or paperwork survey question filling in business company personal information form

Unlike many of its competitors, which focus on numbers, Chantler Kent Investments focuses on finding out what its clients want to accomplish during their lifetime and builds profitable portfolios with dreams in mind. The financial services sector is competitive, so finding a firm with a specific and unique niche makes for an exciting opportunity to explore.

Established in 1993, Chantler Kent Investments provides lifestyle financial planning solutions, going beyond traditional wealth management services (i.e., assets, net worth, and valuations of investments) with a focus on building clients’ money as a tool to achieve goals in life, as opposed to simply gaining value. Its clients receive a bespoke, friendly service which meets their financial goals and allows them to have control of their finances now and in the future.

Since its founding, it has built a team of specialists, including financial advisers, chartered advisers, paraplanners, and experienced administration staff. Its mission is always to treat its clients fairly, creating long-term relationships of trust and mutual respect.

Its tailored approach ensures its chartered, financial, and lifestyle financial planners (together with its team of paraplanners) take time to understand Chantler Kent’s client’s long-term goals and assist them in meeting future financial objectives. Its independent financial advisers explore a broad range of products and services for the firm’s clients, developing rich portfolios based on their needs.

Chantler Kent serves individual and corporate clients and its bespoke service is built around the lifestyle its clients want. Whether the client’s dream is to move to the country or take a luxurious holiday of a lifetime, it factors all its client’s wants.

Its staff take responsibility for every task and project they are involved in, going above and beyond to ensure client satisfaction. Testimonials for the firm often cite the in-depth information they provide, the speedy responses, and the ability to advise and listen. This is borne from the incredible maturity of Chantler Kent’s advisors as its team members have years of experience working within the financial services sector. Over the decades, its clients have found that by listening to the team’s guidance, they can make decisions based on input, expertise, and knowledge.

Beyond its regular services, Chantler Kent currently runs a graduate programme. It has picked up this opportunity on noting how insurance firms and investment houses previously offering these programmes have diminished their capacity. Recognising this as a real opportunity to make a positive change in many people’s lives, it jumped at the opportunity.

During Covid, it enabled staff to work from home to ensure its clients continued receiving a good level of uninterrupted service. During this time, its income level increased and it made many changes to its operations that have become mainstays of its entire practice. Among the changes was the firm’s move to hold face-to-face client meetings, via telephone, or by using the emerging tools such as Zoom or Microsoft Teams. The focus in this period was to make the client journey (and their ability to access its services) more streamlined and convenient, which was the case with its additions of more convenient meeting options.

Its approach of trying to understand the things clients wish to have and accomplish during their lifetime, considering their well-being and values, it finds out what they want to do in the future. This is such a stark contrast to so many within the financial services sector. And so, Chantler Kent’s lifestyle financial planning is a massive hit.  Its clients are incredibly appreciative of its award-winning guidance, and the future looks even brighter.

For business enquiries, contact Claude Carletide from Chantler Kent Investments on their website – www.chantlerkent.co.uk

Claude Carletide
Claude Carletide

Categories: Finance, News


You Might Also Like
Read Full PostRead - Eye Icon
Understanding Restrictive Agreements
Legal
03/09/2019Understanding Restrictive Agreements

Section 59 of the Federal Competition and Consumer Protection Act, 2018 (“the Act”) prohibits agreements/ arrangements (“Agreements” or “Arrangements”) amongst undertakings (“Undertakings”) and decisions (“Decisions”) by associations of und

Read Full PostRead - Eye Icon
The Role of Class Action Lawsuits in Healthcare: Accountability and Patient Safety
News
04/07/2024The Role of Class Action Lawsuits in Healthcare: Accountability and Patient Safety

Class action lawsuits play a crucial role in holding healthcare companies accountable for their actions. When companies overcharge customers or breach fiduciary duties, these collective legal actions ensure that affected individuals can seek justice without be

Read Full PostRead - Eye Icon
The rise of petrol prices and the global impact it has
Finance
23/04/2019The rise of petrol prices and the global impact it has

The average price of a litre of petrol at the end of 2018 was £1.21 in the UK, whereas a decade ago the figure was closer to £0.89 per litre. Price surges are reflective of steep inflation at various historical points, but what does 2019 hold for our empty t

Read Full PostRead - Eye Icon
ASEAN: A US$150bn Healthcare Market by 2017
Innovation
20/01/2015ASEAN: A US$150bn Healthcare Market by 2017

Asia-Pacific continues to drive global healthcare investment, innovation and growth, says Frost & Sullivan

Read Full PostRead - Eye Icon
Bond yields and dollar weakness
Finance
03/02/2018Bond yields and dollar weakness

Bond yields and dollar weakness

Read Full PostRead - Eye Icon
Spiders in the Web: The Risks of Online Crime to Legal Businesses
Strategy
17/05/2016Spiders in the Web: The Risks of Online Crime to Legal Businesses

Protective Intelligence provides consultancy and training on Cyber Security and Data Protection.

Read Full PostRead - Eye Icon
Leading the Way in Fiduciary Services
Finance
06/03/2018Leading the Way in Fiduciary Services

Fiduciana Trust (Cyprus) Limited is a boutique Cyprus trustee and fiduciary services company with international coverage.

Read Full PostRead - Eye Icon
More Needed on Minimum Wage to Tackle Low Pay, Says CWU
Strategy
18/03/2015More Needed on Minimum Wage to Tackle Low Pay, Says CWU

Responding to the announced increase in the minimum wage the Communication Workers Union welcomes an increase but says far more needs to be done to tackle low pay and pushes for the Living Wage to be applied by employers.

Read Full PostRead - Eye Icon
Experts in Intellectual Property Since 1891
Innovation
28/11/2023Experts in Intellectual Property Since 1891

Asamura IP (www.asamura.jp/en) is celebrated as the oldest and also one of the most experienced professional patent firms in Japan. It offers a complete turnkey operation for all IP needs, handling Japanese patents, trademarks, and design applications from loc



Our Trusted Brands

Acquisition International is a flagship brand of AI Global Media. AI Global Media is a B2B enterprise and are committed to creating engaging content allowing businesses to market their services to a larger global audience. We have 14 unique brands, each of which serves a specific industry or region. Each brand covers the latest news in its sector and publishes a digital magazine and newsletter which is read by a global audience.

Arrow