
Financial Planning in Sevenoaks
Mike Robertson Associates have experienced financial planners working in Sevenoaks, Kent providing a range of advice on Lifestyle Financial Planning, independent financial planning, investments, pensions and more. If you are looking for a Financial Planner in Sevenoaks we'd love to help you. Click here to see our full list of financial planning services.
Why Use Our Financial Planning Service in Sevenoaks?
- You can put your trust in us. We have a large number of reviews from our clients. For the past four years running we have been a top 250 VouchedFor financial adviser.
- We are independent financial advisers. This means our financial planners have obtained a highly prestigious designation with demanding qualification criteria. This shows to our clients that we are serious in our pursuit of the highest standards.
- We offer a complimentary 30 minute no obligation consultation. Contact us to arrange your appointment.
Who we Help in Sevenoaks
Our Financial Planning Service in Sevenoaks gives financial advice to private individuals, solicitors, accountants, business owners, trustees and corporates. We work throughout the UK in Sevenoaks, Dartford, Gravesend, Tonbridge, Tunbridge Wells, Bromley, Croydon, Maidstone, Battle, Eastbourne, Brighton & Hove, Hastings and surrounding areas.
How Our Financial Planning Fees Work
The first meeting with our Financial Planner in Sevenoaks is without cost or obligation via online meeting software. This meeting provides you the opportunity to discuss your financial situation and any concerns you have. For our services, we offer you a simple monthly retainer fee.
- No more hidden fees
- No joining fees
- No commissions being taken from a product
- No implementation fees

Download our Complimentary Guide
What you'll find in our guide:
- How to plan for the life you want
- Creating a total wealth solution
- Identifying your life and financial goals
- Different investment options
- How to protect your wealth and understanding investment risk