Sanctuary Wealth Planning

I provide well researched, independent and personalised quality advice to private clients and small businesses. As an independent adviser I strive to offer the best possible tax efficient solution and will always explain the features and benefits of my advice so that clients feel comfortable and can make an informed decision.

Based on the edge of the New Forest in Plaitford between Romsey and Salisbury I service clients within 45 minutes by car. I have clients in Romsey, Salisbury, Southampton, Ringwood, Winchester and all surrounding villages.

I am recognised as a Chartered Financial Planner and a Fellow of the Personal Finance Society which are accreditations held by less than 10% of financial advisers. This provides an indication of the depth, breadth and quality of financial advice you can expect of me.

Good financial advice doesn't stop with providing the initial advice and I believe that it is essential to build a last lasting relationship with clients where your interests come first. I provide ongoing active and comprehensive reviews of your objectives and investments to ensure that your hopes and aspirations will continue to be met and to ensure that your investments are