The office is based in Wallside House, Mount Ephraim Road, and will house a team previously based in Sevenoaks.
Simon Lee, head of Sanlam’s Tunbridge Wells office, said: “We are delighted to have opened our office in Tunbridge Wells. It enables our team of top portfolio managers to better take care of the financial needs of both our existing and future clients, and to be able to work closely with third-party financial practitioners in the area to provide the all-round service our high-net worth clients expect.”
The investment management team based in Tunbridge Wells includes: Kenneth Fry, senior portfolio manager and joint head of office; senior portfolio managers Paul Stevens, Kathie Langfield, Tom Planterose and Hugh Weston; and portfolio managers’ assistant, Rachael Adams and team administrator Liz Stow.
Sanlam, formerly Principal, has had a presence in Kent since 1987. Sanlam bought Principal in 2010, with the firm rebranded in 2012.
Sanlam Wealth Planning is a national financial adviser with £2bn of client assets under advice and 55 UK-based advisers. It is one of several Sanlam UK divisions.