Business Details
Your Trusted Partner for Financial Planning Solutions
At County Associates, we pride ourselves on the trust our clients place in us, underpinned by sustained professionalism in all our relationships. Our team of Chartered Financial Planners combines extensive expertise with a commitment to helping clients make informed decisions for their financial future. We offer comprehensive services tailored to immediate and long-term financial needs, including pension planning, investment advice, and protection strategies.Our independent financial advisers specialise in business protection, pensions, and wealth management, delivering a high standard of service across Kent and beyond. With a focus on adaptability, our financial planning process ensures advice remains relevant as clients' circumstances evolve. We operate under the rigorous standards of the Financial Conduct Authority, providing regulated services while maintaining transparency in all our operations.
Services
Pension Planning
Investment Advice
Life Assurance
Retirement Plans
Inheritance Tax Planning
Business Financial Planning
Mortgages
Wills
Probate
Financial Review
Highlights and features
- We are Chartered Financial Planners with extensive industry experience
- We offer personalised financial planning tailored to your unique needs
- Our team holds specialist expertise in pensions and protection strategies
- We maintain full transparency about our regulated services and fees
- We provide comprehensive wealth management solutions across Kent
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
We help clients create tailored pension strategies to ensure financial security in retirement. Our experts analyse current provisions and recommend solutions aligned with future goals. Services include workplace pension advice, self-invested personal pensions, and retirement income planning.
Investment Advice
Our investment specialists develop diversified portfolios matching clients' risk profiles and financial objectives. We provide ongoing portfolio reviews and market analysis to optimise returns while maintaining appropriate risk levels for both individual and corporate clients.
Inheritance Tax Planning
We offer strategic solutions to minimise inheritance tax liabilities while preserving family wealth. Services include trust creation, gifting strategies, and business succession planning to ensure smooth asset transfer across generations.
Financial Review
Our comprehensive review process evaluates clients' complete financial position annually or as needed. This includes analysing investment performance, insurance coverage, and retirement readiness to maintain plan effectiveness over time.
Wills
We assist in creating legally sound wills that accurately reflect clients' wishes for asset distribution. Our service includes guidance on executors, guardianship appointments, and integration with broader estate planning strategies.
People
Gordon Williamson
Partner Business Development
With over 25 years in financial services, Gordon specialises in business development and strategic client relationships. He ensures our growth maintains the highest service standards.
Peter Harris
Partner Chartered Financial Planner
Peter brings 20+ years of experience in financial planning, focusing on complex pension arrangements and retirement strategies for high-net-worth individuals.
Nick Lamba
Partner Chartered Financial Planner
Nick specialises in investment management and tax-efficient planning solutions. He holds multiple industry qualifications and mentors junior advisers in best practices.
Michelle Harris
Head of Operations
Michelle oversees all operational aspects, ensuring efficient service delivery. With 15 years in financial services operations, she maintains our compliance and procedural standards.
Lorraine Lamba
Head of HR
Lorraine manages talent development and organisational culture. She ensures our team maintains the expertise and ethical standards required for exceptional client service.
Questions
What areas do you cover for financial planning services?
We serve clients across Kent including Canterbury, Thanet, Ramsgate, and surrounding areas, with both in-person and virtual consultation options.
Are your financial advisers qualified?
Yes, our team includes Chartered Financial Planners with multiple industry certifications, ensuring the highest standards of professional expertise.
How are your financial planning services regulated?
We are authorised and regulated by the Financial Conduct Authority (FRN: 542700), ensuring compliance with strict industry standards and consumer protections.
What financial planning process do you use?
Our six-stage process includes initial consultation, current position analysis, strategy development, implementation, and ongoing reviews to adapt to changing circumstances.
Can you help with workplace pension schemes?
Yes, we specialise in auto-enrolment workplace pensions, helping businesses meet legal requirements while providing valuable employee benefits.
What happens if I have a complaint?
We have a formal complaints procedure. If unresolved, you may refer matters to the Financial Ombudsman Service for independent resolution.
