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Claude Carletide
Chantler Kent Investments · United Kingdom
Chantler Kent Investments
Wealth Management · United Kingdom
Established in 1993, Chantler Kent Investments (CKI) is an independent financial advisory firm based in England, renowned for its bespoke financial planning services. With more than three decades of experience, CKI has cultivated a reputation for delivering tailored financial solutions that align with clients' personal and corporate objectives. The firm's mission is to treat clients fairly, fostering long-term relationships built on trust and mutual respect.
CKI's strength lies in its team of seasoned professionals, including financial advisers, chartered advisers, paraplanners and experienced administrative staff. Among the founding partners is Claude Carletide, who brings more than 35 years’ experience in financial advising. Claude specialises in wealth management, retirement planning, commercial finance and mortgages – offering clients comprehensive strategies to achieve their financial goals.
CKI's dedication to client-focused financial planning has earned it accolades in the industry. In 2022, the firm was recognised as the "Leading Corporate Finance Management Firm of the Year – Kent" by Acquisition International. This award highlights CKI's unique approach to financial advising, emphasising clients' life goals over mere financial metrics.
Services Offered
Lifestyle Financial Planning: CKI adopts a holistic approach to financial planning, focusing on clients' long-term aspirations. This service involves understanding what clients wish to achieve in their lifetime, and structuring their finances to support these objectives. Cash flow modelling is utilised to illustrate how clients can attain their desired lifestyle, ensuring that financial plans are aligned with personal values and goals.
Wealth Management: CKI's wealth management service is designed to optimise the use of clients' resources, maximising income and savings. The firm assesses clients' attitudes to risk, tax opportunities, as well as income and growth requirements. Services include annual review meetings, unlimited access to advisers, valuation reports, strategic updates to other professional advisers, inheritance tax and estate planning, as well as portfolio construction.
Corporate Financial Services: For corporate clients, CKI offers a range of services, including financial planning, commercial mortgages and business protection. Moreover, the firm advises on director pensions, shareholder and partnership protection, key person insurance and employee benefits – such as critical illness, medical insurance, pensions, income protection, life assurance and relevant life insurance.
Personal Finance: Last, but not least, CKI provides tailored advice on pensions and retirement planning, investment portfolios, life assurance, mortgages and later life advice. To this end, the firm assists in selecting appropriate pension vehicles, managing investment portfolios with tax efficiency – as well as planning for later life through such services as equity release and inheritance tax advice.
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