Athena Wealth Planning Limited
1 The Mews
16 Holly Bush Lane
Sevenoaks
Kent
TN13 3TH
Established by Carrie Devonshire and Colin Enright in 2014, Athena Wealth Planning is here to provide clear, independent financial planning and advice tailored to your individual and business needs.
With many collective financial service industry years behind us, working for larger institutions and firms, we now make sure our small business truly puts your interests first and holds our, and your, core values at heart.
We are proud to be Chartered Financial Planners and to offer whole of market investment advice and strategies. We are proud to offer a very personal service.
Our greatest wish
Is for you to know that you have plans in place to make sure you have enough money to live the life you want.
This doesn’t come from owning a financial product or a series of financial products … it comes from having a clear understanding of financial goals and a clear plan to achieve them. And … it comes from us having a clear understanding of your priorities in life. Not everyone needs a very large amount of money to keep them fulfilled. They do need to know what they have is well looked after.
That’s why we are here for you, here for business, here for life
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.