Earlswood Wealth Management
Lifestyle financial planning is about people, not products. About security, not sales. About protecting assets and achieving dreams.
It’s about the life you want to live and what you want your hard-earned money to do for you.
And that’s what’s different about Earlswood Wealth Management. As a Lifestyle Financial Planner, your life, aspirations and circumstances are at the centre, and we build a wall of protection around it.
Whether you’re looking to save for retirement, buy an investment property to keep for the kids or simply protect your assets, our advice is designed to give you the best chance of achieving it.
I’m a Chartered Adviser and a Fellow of the Personal Finance Society (PFS), the highest designation awarded by the PFS with a specialism in retirement and investment planning.
I have a specific interest and experience in supporting small businesses and professionals across medicine and dentistry who often lack the time and or expertise in getting the best outcomes for their money.
My personal approach is underpinned with empathy; personal circumstances having once put me in a position to need to provide my family with financial security during a period of serious illness. None of us know what lies around the corner, but it’s my personal passion and objective to ensure my clients are financially secure should unfortunate events occur.Category: Financial Planning