Financial Adviser- Lombard Wealth Associates Ltd

Business Description

My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on 07580 579031 or visit my website at www.lombardwealthassociates.co.uk

Based in Kent I have spent the last 30 years providing financial advice to individuals, families and businesses in the local area. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

Our services:
Investment planning
Retirement planning
Protection

Our Address:

St. James's Place Wealth Management. 30-32 Lombard Street, London. EC3V 9BQ

Telephone 01634 264322 07580 579031
Connect on LinkedIn https://www.linkedin.com/feed/

 Lombard Wealth Associates Limited 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

SJP Approved xx/xx/xxxx