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About us

Rooted in the heart of Kent, with offices in Maidstone and Tenterden, we deliver bespoke wealth management and financial planning services with an unwavering commitment to client care.

Find out about our Parent Company

Our commitment

Trust & integrity

Expert knowledge

Client-centered approach

Exceptional service

Long-term vision

Read more in our Client Charter >

Meet the Raymond James, Weald of Kent team

Mark Beaney

Branch Principal & Chartered Financial Planner

Alison Jessop

Chartered Wealth and Investment Manager

Richard Searle

Paraplanner

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Mark Beaney

Branch Principal & Chartered Financial Planner

Mark started his working life in 1981 with Scrimgeour Kemp-Gee, one of the UK’s leading stock broking firms which was subsequently acquired by CITI the giant American Investment Bank where he worked in their private division. He left CITI in 1991 to join Private Fund Managers, the London private client investment arm of the Edinburgh Fund Managers Group PLC where he was an associate director.

He was recruited in 1995 by Whitehead Monckton in order to help establish the Investment Management Department. After 19 years, he left to set up Raymond James, Weald of Kent where he works as the Branch Principal. Mark was one of the first in the UK to be awarded the prestigious Chartered Financial Planning title and is also a fellow of the Personal Finance Society, and Chartered member of the Chartered Institute for Securities.

Mark spends a lot of his free time researching and for relaxation runs, enjoys hill walking and as well as taking family holidays when time permits. He also hopes to master golf.

Mark’s areas of expertise include:

  • Management of Investment Portfolios
  • Producing financial plans for individuals
  • Pensions and retirement advice
  • Investment advice
  • Advice on tax advantaged investments
  • Wealth preservation

Alison Jessop

Chartered Wealth and Investment Manager

Alison started working in the financial services industry in 1993 and joined the newly launched Investment Management Department in April 1996. At Raymond James, Weald of Kent, she works as a Chartered Wealth and Investment Manager, responsible for the management of client portfolios. Working closely with Mark and Richard, Alison to helps to provide a comprehensive range of financial knowledge and experience to the needs of our clients.

A Chartered Fellow of the Chartered Institute for Securities and Investment, Alison also has qualifications in Investment Management, Financial Regulations, Financial Markets and the Private Client Investment Advice and Management Certificate. When out of the office, Alison enjoys walking, reading, travelling and cooking.

Alison’s areas of expertise include:

  • Capital Gains Tax history and calculation
  • Corporate actions and valuations for probate purposes.

Richard Searle

Paraplanner

Richard started working in financial services in 2001 after graduating from university. He has worked for a number of financial advice firms in and around Kent, ranging from small to national-sized firms.

Richard works closely with Mark, conducting research and providing technical support to ensure the team delivers the most effective solutions to their clients.

When out of the office, Richard regularly practices and teaches karate, but enjoys other ways of keeping fit too, including rock climbing and walking. As a less strenuous pursuit he also enjoys playing the guitar.

Richard’s areas of expertise include:

  • Investments
  • Pensions
  • Protection
  • Inheritance tax
  • Long-term care