Welcome to Raymond James, Weald of Kent

We are a financial planning, investment and wealth management practice based in the heart of Kent. Our focus is to help to create, build and preserve private, corporate and family wealth by offering expertise in a range of investment management services and financial planning areas.

Formerly part of Whitehead Monckton solicitors, we became a branch of Raymond James Investment Services in 2013. We maintain a close partnership with Whitehead Monckton, ensuring seamless legal advice as part of your financial planning.

How can we help you?

Our services

Personalised financial planning and investment services designed to meet your unique needs.

About us

Rooted in the heart of Kent, we uphold an unwavering commitment to client care.

Our approach

Our approach is always personalised, never a one-size-fits-all solution.

Working with a Raymond James wealth manager

We are dedicated to the interests of our clients, offering you the professional guidance you need to help meet your financial goals.

What our clients have to say

Thank you so much for your help and words of wisdom today. I really enjoy seeing you every year and do feel complete trust in your advice.

An excellent service, professional, timely, unbiased, knowledgeable - could not be bettered!

I've had experiences with several financial advisers and soon found their knowledge very limited. I had been looking for improvement for a long time, when I had a long chat with Mark, who quickly demonstrated his expertise.

Amidst this very depressed time economy wise, we have total faith in Mark Beaney's skilful, various transactions and general management of our funds.

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If you would like to start the conversation, please get in touch

The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.