About
I am a female Chartered Financial Planner helping to simplify money concerns. I'm based in Christchurch and speak English.
I help clients to prioritise and build both short- and long-term plans. I'm a good listener and am extremely understanding. My philosophy is to keep things both simple and straightforward - after all, life is complicated enough!
I help clients to prioritise and build both short- and long-term plans. I'm a good listener and am extremely understanding. My philosophy is to keep things both simple and straightforward - after all, life is complicated enough!
| Age |
31-45
|
|---|---|
| Nationality |
British
|
| Civil status |
Married
|
| Kids |
No
|
| Passionate about |
My family
Skiing
Walking my dog
|
| City, Country | Christchurch, GB |
I can support you in the following
Advice on house purchase and mortgages
Specialist Insurance
Tax planning
Help with retirement planning
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Skills & Qualifications
| Firm | Eight Wealth Management |
|---|---|
| Function | Chartered Financial Advisor |
| Place of work | Other |
| Experience | 10 - 20 years |
| Qualifications |
APFS Chartered Financial Planner
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | 416757 |
Your home may be repossessed if you do not keep up repayments on your mortgage.
Eight Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management 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/product.