Horsham Financial Services Limited
Telephone: 01403 217769
Address: Littlehaven House, 24 - 26 Littlehaven Lane, Horsham, West Sussex RH12 4HT
Type of member: Financial Adviser
Member since: October 2016
As an Accredited Adviser with the Society of Later Life Advisers one of the recognised benchmarks for advisers who specialise in later life planning - my aim is to ensure that my clients are better informed about the financial issues of later life. As a care fees planning specialist I assist my clients in creating a plan and achieving peace of mind.
Horsham Financial Services are a family business based in Horsham for over 28 years. We are committed to building and sustaining long term relationships based on trust, superior service, and the quality of our initial and on-going advice.
My qualifications and expertise in care fees planning are complemented by the provision of advice covering the areas of investment planning, inheritance tax planning and retirement strategies. Together, we create a working plan, providing you and/or your family with a clear direction towards meeting financial goals; ensuring that plans stay on track with regular reviews.
I help my clients attain financial independence and peace of mind. Do get in touch for a no obligation meeting or simply a telephone call to discuss your needs.
Horsham Financial Services Ltd 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.