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Emma works on reception and her role at Chantler Kent involves supporting the advisers, mainly for the protection side of the business. In her spare time she enjoys, films, theatre, pub quizzes and spending time with her family https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/8be3ea50-2c12-4860-ac3a-bbe1c9833e33/Lee.jpg About Us - Make it stand out Lee joined CKI in October 2024, as an experienced administrator in the IFA industry having previously worked in the city of London mainly on the investments side of the business. Lee is currently a Senior Administrator supporting several advisors. In his spare time Lee is a keen cyclist and a big rugby fan. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385608463-4B7M6P7OOAOM8I04SMAX/Charles+Bertuello%403x.png About Us - Make it stand out Charles joined CKI in 2013, having previously studied Economics, graduating with honours at The University of Kent, Canterbury. He currently specialises in all areas of mortgage advice, including residential, buy-to-let, and equity release. He continues to develop and improve his knowledge through the relevant professional qualifications, with a particular focus on wealth management https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/0db24288-77ae-4c79-820f-1a398d733011/Jackie1.jpg About Us - Make it stand out I joined Chantler Kent Investments in April 2023. Previously working for a Software & Services company in the Life & Pensions industry for over 20 years in various Administrative roles. In my spare time I enjoy walking, holidays and spending time with family and friends. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/49c84eb4-c10a-42b6-ab37-9a1bc76b47a4/sue.jpg About Us - Make it stand out Susan's extensive career in Financial Services, spanning since 2005, showcases her wealth of experience and expertise in various key areas. Over the course of 19 years, Susan has demonstrated her capability in several crucial aspects of the industry and has played a pivotal role in establishing company-compliant processes. Susan's recent role at Chantler Kent Investments demonstrates her continued commitment to operational excellence and compliance within the financial services sector. In her capacity at Chantler Kent Investments, Susan has focused on enhancing efficiency and ensuring adherence to regulatory standards by successfully setting up the back-office system. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/a7a2cb40-7b53-4bb5-815f-ba8bfbb77646/Olga.jpg About Us - Make it stand out Olga is a young professional, excelled in sales for eight years before transitioning into finance three years ago. Initially a successful mortgage advisor, she earned recognition as a Competent Adviser. Eager to expand her expertise, she embarked on becoming a financial planner. 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Likes: Travelling. Training for agility with my dog Spud. Hacking around the countryside and anything equestrian-related, really. Dislikes: Getting up early at the weekends. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/d24884c6-4d47-4ed1-badc-50972398c57a/521A6612-Enhanced-NR.jpg About Us - Make it stand out Zoe’s background is in international development where she spent 10 years within for UN agencies, governments, Think Tanks and International Non-Governmental Organisations advocating for women’s rights and gender equality. 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https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1505752705372-09R1D6YRD9BDC0P32KJR/nathalia-bariani-100947.jpg Case Studies https://www.chantlerkent.co.uk/about-us-popup-test daily 0.75 2022-05-10 https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385586900-F70WD4JBMHIT30SP700X/Jan+Wake%403x.png About us (popup test) Jan joined CKI in July 2016 and has already established herself as a valuable member of our admin team. Jan previously worked for Charles Stanley Stockbrokers as a Senior Administrator She has been in the financial services industry for over 20 years . In her spare time, Jan enjoys ballroom dancing and photography. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385548359-MLHEFD2D0ZBQ94ZEPPX1/Carmel+Burke%403x.png About us (popup test) Carmel Joined CKI in April 2015 as our Practice Manager. She was a self-employed software trainer and administrator since 2004 and previously employed as an Office Manager in various IFA practices. She has gained a wealth of experience in office procedures and systems which she has brought to CKI. Carmel has been in the financial services industry since 1987. Carmel is a Certified Master Practitioner of NLP, Time Line Therapy & Hypnosis. She enjoys expanding her knowledge, reading and spending time with her family and friends. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385529341-423U4JYHFVTQU9JDKWPN/Michael+Harding%403x.png About us (popup test) Michael joined the Gateway Building Society in 1976 and was quickly promoted to Manager. He established his own business in 1979. He successfully ran The Mortgage Centre Beckenham until October 2004 when the company merged with Chantler Kent Investments. With over 35 years’ experience, Michael’s speciality within Chantler Kent Investments is domestic and buy to let mortgages. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1525890705701-U966QG7WQ4X8MJNGLA0V/image010.jpg About us (popup test) Chris has been in financial services since 1996 and has held a number of different roles, including adviser, director and paraplanner. He also brings experience as a Compliance Officer and Operations Manager to assist in tailoring our proposition to meet the needs of our clients. Away from work Chris plays cricket, enjoys travelling and is a decent cook. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385578636-JZ917A14ZD9FVHJSYEG2/James+Hughes%403x.png About us (popup test) James joined us at the beginning of 2016, having previously worked for 2 years at an estate agency in Tunbridge Wells. He is currently a member of our mortgage department. He specialises in all areas of mortgage advice, including residential, buy-to-let and equity release. In his spare time James is a keen sportsman; his weekends are mostly filled with playing golf and cricket https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385438901-CTJ6UBDB5V35H2DT748Z/Jeremy+Howard%403x.png About us (popup test) Jeremy is a specialist financial consultant who has Vlooking after the financial needs of the medical & dental professions for over 30 years. As a small business owner and family man, Jeremy has accrued all the experience necessary to empathise with his clients’ circumstances. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385424162-EUGMBK0LIDGZ6ZFJND6O/Ashley+M+October%403x.png About us (popup test) Ashley joined Chantler Kent in 2012, with previous experience since 1983 after graduating from York University at NPI, Sun Life, Axa and as a director at Andrew Kent and Partners and more recently with Rayment Matthews and Johnson. Ashley’s extensive experience in the market and specialist pension knowledge allows our clients to benefit from advanced areas of financial planning in the pensions and inheritance tax planning arena. His passions outside of work are for fly fishing, art and music,and he enjoys cooking. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385616560-W8U87IV36PUCOFFGRTLJ/Wendy+Grimes%403x.png About us (popup test) Wendy has had a career in Financial Services since 1977, firstly working for HSBC Bank before moving to a local firm of Independent Financial Advisers, then joining Chantler Kent Investments in 2014 as Personal Assistant to David Glass and Steve Wright. Wendy enjoys travelling, theatre and live music of all genres. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385379713-BP11KDE0RQSD7380GB0V/David+Glass%403x.png About us (popup test) With over 40 years' experience in the financial service sector, David is one of the founding partners in Chantler Kent Investments specialising in Wealth Management and Inheritance Tax Planning . David’s former business was as owner of a seven office estate agency and a property development company. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1525890761190-N56KYJ0UF2FIJDJCKY8L/image011.jpg About us (popup test) Rob has been a pensions and investment professional for over 35 years, joining Chantler Kent Investments in January 2018. He spent many years with Aegon as National Development Director gaining considerable experience in Corporate Pensions, leaving them to head up retirement consulting businesses for Origen, Punter Southall and then Capita. He takes pride in helping clients understand and achieve their financial objectives and avoid the many mistakes that can be so easily made. In his spare time he is a drummer, keen golfer and regularly tours Europe and beyond on his BMW Adventure Motorbike. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385476480-UA4A1TQN23FO9WYN6QQH/Sarah+Grinnel%403x.png About us (popup test) Sarah joined Chantler Kent in early 2016. She has over 25 years' experience within financial services. Sarah is a firm believer in Lifestyle Financial Planning, which means ‘financial planning with an end in mind’. The ‘end’ is all about helping clients get a better life! Sarah believes in taking the time to get to know her clients, their goals and aspirations. Her approach is one of delivering solutions in a clear, understandable way and regularly reviewing these to ensure that things stay on track to meet the clients' goals. In her spare time Sarah is a keen fund raiser for women’s cancer charities and has ridden 400km across Tanzania, Brazil and Costa Rica raising over £20,000. She is embarking on another trip to Sri Lanka in 2022 for the same causes. She enjoys travel and cooking from all around the world. During the pandemic Sarah has helped support local business’s by providing a take away delivery service for her local micropub and Indian restaurant to help keep the businesses going. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385495256-YN4NTX3POUNNQHY4ULVE/Steve+Wright%403x.png About us (popup test) Steve has been in the Financial Services industry since 1986, firstly working for an Insurance Brokerage through to running his own IFA business for 23 years before merging with Chantler Kent Investments in 2014. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385521948-E7XZFYGP9XRKJLDD1617/Marianne+Dickerson%403x.png About us (popup test) Formerly a PA with the Foreign Office, Marianne has been in financial services since 2001. She joined Chantler Kent Investments in 2003 as a Senior Administrator and is responsible for the management of Chantler Kent’s Wealth Management Programme. Her specialist expertise is invaluable in ensuring that our clients’ requirements are satisfied and that all transactions are processed quickly and efficiently. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385410941-MBNV63Q7XFO9ZMB0IZKM/Richard+Gibbons%403x.png About us (popup test) Richard has been in Banking and Finance since 1977. Having had a successful career with Lloyds Bank for over 18 years, he set up his own practice in 1996 before joining Chantler Kent Investments in 2012. Richard specialises in Wealth Management, Retirement Planning, Inheritance Tax Planning and Later Life Advice. He is a keen golfer and skier https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385612654-QYXVLR9Q2NA1WPT9IWEQ/Emma+Burd%403x.png About us (popup test) Emma joined Chantler Kent in 2012, where previously she had worked for another financial adviser since 2000. Emma works on reception and her role at Chantler Kent involves supporting the advisers, mainly for the protection side of the business. In her spare time she enjoys, films, theatre, pub quizzes and spending time with her family https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385608463-4B7M6P7OOAOM8I04SMAX/Charles+Bertuello%403x.png About us (popup test) Charles joined CKI in 2013, having previously studied Economics, graduating with honours at The University of Kent, Canterbury. He currently specialises in all areas of mortgage advice, including residential, buy-to-let, and equity release. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385552738-0WQHSWPWLOW86SH5AYG9/Carole+Bertuello%403x.png About us (popup test) Carole joined Chantler Kent Investments in June 2004, having previously worked in an administrative role with a local Independent Financial Adviser. She now oversees the Mortgage Department within the company with invaluable support from our team of Mortgage Consultants https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1512385389636-279D456LQ32SMQQ14BP6/Julian+Durand%403x.png About us (popup test) Julian has been in the industry since 1986 and joined Chantler Kent in 2010. He previously had 15 years’ experience administering and valuing final salary pension schemes. He specialises in pension and investment advice. He is experienced and authorised to advise on final salary transfers. He is a passionate sportsman who likes to keep fit. A lot of his spare time is now taken up training and watching his two sons play football and enjoying his young daughters dancing pursuits. https://images.squarespace-cdn.com/content/v1/58f72a4fff7c5042d6774fb9/1506596974717-2JB7ETUP0CI9ZELZA060/Who_We_Are.jpg About us (popup test)