Business Details
16 Years
experience
Trusted Financial Advisers in Sevenoaks
Established in 2010, Foxgrove Associates is a firm of Independent Financial Advisers operating across Kent, Sussex, and London. Our team combines over 100 years of collective industry experience to deliver tailored financial solutions for individuals and businesses. We prioritise client relationships built on trust, offering impartial advice across retirement planning, tax efficiency, investments, and protection strategies. Our FCA-authorised status ensures adherence to rigorous regulatory standards while maintaining independence to access the entire market. We focus on long-term client partnerships, using technology-enhanced service models to adapt to evolving financial needs.Our process begins with a no-obligation consultation, followed by comprehensive financial reviews and ongoing plan adjustments. We specialise in complex areas including equity release, inheritance tax planning, and corporate pension schemes. Transparency remains central to our client communications, with clear explanations of all recommendations. Our commitment extends beyond transactional advice to fostering financial confidence throughout life's key stages. Regular service reviews ensure our strategies remain aligned with clients' changing circumstances and aspirations.
Services
Financial Planning
Retirement Planning
Tax Planning
Investment Advice
Mortgage Services
Corporate Benefits
Protection Strategies
Wealth Management
Equity Release
Pension Schemes
Details
- Year established: 2010
Highlights and features
- We offer independent financial advice across the whole market
- Our team has over 100 years combined industry experience
- FCA-authorised with rigorous regulatory compliance standards
- Tailored solutions for complex financial requirements
- Ongoing service reviews to adapt to changing circumstances
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Comprehensive financial planning services tailored to individual and business needs. Our FCA-regulated advisers create custom strategies for wealth accumulation, tax efficiency, and long-term financial security. We specialise in integrating multiple financial instruments to achieve specific client objectives.
Retirement Planning
Specialised retirement planning solutions including pension consolidation, annuity selection, and drawdown strategies. We help clients navigate complex regulations to maximise tax-efficient income during retirement while maintaining investment growth potential.
Tax Planning
Strategic tax planning services covering income tax, capital gains, and inheritance tax mitigation. Our advisers implement legal tax-saving structures while ensuring compliance with HMRC regulations and maintaining investment flexibility.
Investment Advice
Personalised investment advisory services across diverse asset classes. We develop risk-appropriate portfolios aligned with client goals, using market analysis and ongoing performance monitoring to optimise returns within defined risk parameters.
Mortgage Services
Comprehensive mortgage advisory services including residential, buy-to-let, and equity release solutions. We provide impartial advice on mortgage products, helping clients secure optimal financing arrangements for their property needs.
Questions
What financial services do you specialise in?
We specialise in retirement planning, tax efficiency strategies, investment management, mortgage advice, and corporate pension schemes.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 625105.
How do you tailor financial plans to individual needs?
We conduct comprehensive financial reviews to understand your specific circumstances before creating customised, market-independent solutions.
Do you offer ongoing financial support?
Yes, we provide regular plan reviews and service adjustments to ensure continued alignment with your evolving financial objectives.
Which areas do you serve?
We operate across Kent, Sussex, London, and Surrey, with our main office located in Sevenoaks.
Reviews (2)
Katie
Sep 15, 2018
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Victoria was extremely helpful and knowledgeable. In regards to my query, she explained all my options, what would be the benefit of each choice and sent follow-up information after our appointment. Thank you!
David Vaughan
Jan 16, 2016
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James at Foxgrove Associates is very helpful with a great wealth of knowledge, who has given me great advice on a variety of financial matters in the passed and I will not hesitate to go to him in the future or recommend him to anyone who needs help.
