Guiding You Through
Your Financial Journey
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WHO ARE WE
Wealth Management and Financial Planners in Maidstone, Kent
Our Financial Services
Explore the full range of how Scion Financial can help you with your financial goals
Individual Clients
We work with individuals seeking wealth and tax management advice and customize this to their particular situation. We will always deliver our services in an approachable and professional way. We believe in educating and empowering you to understand issues that affect you. We will never confuse you with jargon and we will always keep you informed and involved. Our services span all aspects of financial planning from investments to pensions, inheritance tax planning, protection, equity release and long-term care.
Business Clients
We provide a range of wealth and tax management services for business owners and their employees. We understand the importance of attracting and retaining quality staff, that’s why we take time to understand your business, your current and future plans, and the needs of your employees. We will review your existing arrangements and make recommendations as appropriate. This can include establishing and managing your corporate pension scheme, to employee benefits and protection, as well as individual advice for your employees.
Meet the team
At Scion Financial we provide an all-inclusive advice, wealth and tax management service to individuals and businesses. We ensure that we are up to date with the changing needs of our clients, regulations and legislation.
Yvette Ratchford
Financial Planner
