Kennet Financial Services

Kennet Financial Services LLP is a team of experienced and independent financial advisors based in Devizes, Wiltshire. We provide personalized financial planning and wealth management services to individuals and businesses across the UK. Our core philosophy is to empower our clients through transparent, clear communication and expertise.

Our Aim: Financial Peace of Mind and Real Value

Our aspiration is to help you achieve Financial Peace of Mind and Real Value for Money. We achieve this by:

• Guiding you through various life stages where expert financial guidance is crucial.
• Tailoring solutions to your specific needs and goals.
• Providing clear, uncomplicated explanations to complex financial concepts.
• Maintaining open and honest communication throughout the relationship.

Who We Are

Our team comprises David Kinch and Ben Trow, experienced financial advisors who have built a reputation for their trustworthiness and ability to simplify financial information for clients. We leverage our extensive industry knowledge to deliver:

• Pension and Retirement Planning: Secure your future and achieve your retirement goals.
• Wealth Management: Grow and protect your wealth through strategic asset allocation.
• Investment Strategy: Achieve your financial objectives with tailored investment solutions.
• Family Protection: Ensure the well-being of your family in the event of unforeseen circumstances.
• Long-Term Care: Plan for your needs in your later years.
• Equity Release: Access cash from your property without selling it.
• Tax and Estate Planning: Minimize tax burdens and safeguard your assets.
• Business Financial Planning: Optimize your business finances for success.

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. We work with you to:

• Assess your current financial situation.
• Identify your financial goals and objectives.
• Develop a comprehensive and personalized plan.
• Implement and monitor your plan regularly.

Our Values

• Transparency: We believe in open and honest communication with our clients.
• Accessibility: We make ourselves readily available and approachable.
• Trustworthiness: We adhere to the highest ethical standards and client confidentiality.
• Results: We are driven by delivering tangible outcomes for our clients.