Welcome to Finesse Financial Planning Ltd
Finesse Financial Planning is here to empower you to visualise your financial future and understand the role of money in achieving your dreams.
I provide a comprehensive financial planning service that alleviates your financial worries and enables you to live for today while planning for tomorrow.
The Practice's core values are honesty, positivity, family, wellbeing, and fun. I will encourage you to embrace a positive mindset and the importance of living each day to the fullest. With a unique approach that is friendly and open, I engage clients in making informed choices, leveraging my knowledge, expertise, and organisational skills for meticulous financial planning.
I cater to clients who enjoy easy communication, want to actively be involved in the planning process, are located locally in or near to Walton on Thames and are seeking help with planning for retirement or overall financial planning following significant life events, such as a new life after divorce, becoming widowed, coming into a sum of money you're not sure what to do with or other significant change in your life.
The steps for us to work together are:- have a brief initial telephone call conversation.
- arrange to meet face to face (or virtually if that is more convenient for you). You are under no obligation after this initial meeting as this is our time to get to know one another. At the end of this meeting, I will be able to explain how I can help you specifically and what the costs are for the service that will meet your needs.
- if you choose to work with me, I will begin my research and analysis and prepare your financial plan. We will meet again for me to present your plan and have any paperwork required to put your plan in motion
- I will implement your plan, all the while keeping in touch to let you know how it's going
- We will meet every 12 months to see how you are and whether your plan still appropriate for your circumstances or are any changes required
If this sounds like something you have been looking for, get in touch to work with me, create your plan and I will help you achieve your dreams.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 09/04/2025
The Partner Practice 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/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.
