The Metcalf IFA Consultancy

The Metcalf IFA Consultancy are lifestyle financial planners based in Kings Hill, near West Malling in Kent. We provide advice to our client partners by helping them identify and prioritise their lifestyle aspirations. We then agree a realistic strategy focussed on those objectives, and help to implement that strategy. Imagine your financial journey on a Sat-Nav. Point A is where you are today. It is defined by your current net worth (assets less liabilities). This stage is often enlightening for our client partners as it may be the first time they have taken a good look at their current circumstances. Points B are the rest breaks when we have a chance to replot the journey and take account of any changes in your circumstances that might have occurred. In our opinion, it is a navigational necessity and greatly increases the chances of overall success. Point C is your destination, or in other words, your aspirations. Our contribution to this stage is to interpret your objectives in money terms. We can then initially draw a line from A to C. After the first review (Point B) we simply redraw the line from B to C. This will help us to develop and review a plan that establishes what needs to be done to achieve your objectives. Our simple ABC approach has served our client partners well over the years. Our charges can be structured in several ways. Some of our clients prefer to pay a fee direct to us, whilst others are more comfortable with a fee being paid by the investment provider. Either way will be as a result of a full discussion between us and agreeing our fees before we start working with you.

Address: 23 Atlas Close, Kings Hill, West Malling, Kent ME19 4PS, UK

Phone: +44 1732 780 613
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