Dartford, Kent
We believe people need more than a trusted adviser - they need a consistent hand to guide the way over the years to their financial goals. We believe achieving the best financial options for our clients only comes through great customer service.
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2 customer reviews
ANDERIDA COACHING
I was impressed with how quickly and how thoroughly Martin approached my pensions, saving me a huge amount of money and stress. Thank you. Great service and an on-going service as he keeps an eye on your pensions where lesser providers do not. More...
Reviewed on Google Maps
Dean Friedman
I would highly recommend using South East Wealth Management. I found Martin to be extremely helpful and explained things in a way I could understand. He listened to what my needs were and exceeded them. Very reliable and great communication. More...
Reviewed on Google Maps
What do you love most about your job?
Helping people plan for their future. I have been in financial services since 2010 and there is nothing better than watching someone go into retirement and be able to maintain the same quality of life.
What inspired you to start your own business?
I have been working in financial services since 2010, starting in Wall Street. After working in the UK for the last two years I have been consistently shocked by the lack of service clients receive from the companies who provide financial advice in the UK. South East Wealth was created to change the culture of financial services in the South East
Why should our clients choose you?
We are an innovative company who tries to better itself each day. We don't consider ourselves to have competitors because of the lack of options the U.K. has in the first place. We're the only choice clients really have - so we are in competition with ourselves to better our processes each day.