Earlswood Wealth Management

Good financial planning and wealth management 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. We put your life, aspirations and circumstances 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.

Mortgage advice· Retirement planning· Insurance · Business continuity and succession planning · Investment advice

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 practice a coaching-style, supportive, high quality, client focused approach.

I have a specific interest and experience in supporting professionals across medicine and dentistry who often lack the time and or expertise in getting the best outcomes and protection for their money and assets.

Empathy, expertise and education

My clients appreciate my efforts to educate and empower them to manage and create better wealth for them and their family. 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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Commercial mortgages are referred to a master broker.