Guildford Financial
Bio
I have over 26 years of experience of working as a wealth management professional. As an Associate Partner Practice of St. James’s Place, I offer a personal wealth management service to my clients throughout Surrey and the South East.
I greatly appreciate that each individual financial situation is unique. If my financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of my clients financial circumstances.
This overview is continually reviewed to make sure that their financial needs are met in the most appropriate way possible.
Communication with my clients is critical so I always aim to simplify the processes I use and I pride myself on explaining things in a clear and concise manner.
I have specialist expertise in:
- Investment Planning
- Inheritance Tax Planning
- Pensions
- Life Cover
- Critical Illness
- Long Term Care
- SOLLA – Society of Later Life Advisors
I provide a seamless service of distinct quality, professionalism and expertise specialising in the above aspects of wealth management, all backed by the successful St. James’s Place.
I would welcome the opportunity to work with you to improve or enhance your financial situation. Please do not hesitate to get in touch with me.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
Please note that some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Guildford Financial is an Appointed Representative of and represents only St. James’s Place plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 20/3/2024
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