As a local, independent financial adviser in Kent & Sussex, I offer tailored advice, aligned with your own unique wealth and life goals. I’m committed to providing my clients with independent, unbiased advice. Therefore, my status as an independent financial adviser guarantees I’m not tied to any financial institution or product provider. As a result, I will only recommend the solutions that are best for your needs.
Call me today on 020 3740 5856
I have been an independent financial adviser in Kent & Sussex for nearly a decade. Working with a broad range of clients, the financial advice I provide covers:
I started my career in this industry in 2014 and have successfully provided tailored advice to individuals, couples, and families across Kent and Sussex for nearly a decade. I hold the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and am a member of the Personal Finance Society.
Please find below more insights into the services I offer
My financial planning service is designed to help you plan for, save, and invest toward the financial future you desire. Whether you are looking to invest toward retirement, take charge of your financial situation, or accumulate wealth, I can help. Furthermore, to protect you against life’s uncertainties, I can advise on and recommend a range of protection and insurance policies.
Find out more: Financial planning
If you are looking to maximise your wealth, protect your assets and minimise taxes, I offer a bespoke service. to individuals, couples and families at different stages of their financial journey. As an experienced financial adviser in Kent & Sussex, I offer wealth management advice covering investments, inheritance tax and estate planning, tax mitigation, and asset protection.
Find out more: Wealth management
Whether you are at the start of your journey or are a seasoned investor seeking professional advice, I offer a dedicated savings and investments service. With extensive experience advising on a range of tax-efficient savings and investments, as an independent financial adviser, my recommendations are aligned with your attitude to risk and personal goals.
Find out more: Savings & investments
Providing tailored pensions and retirement advice is a key area of my professional expertise. As a result, I work with you to help you invest toward a financially independent retirement. Whether you are looking to consolidate pensions, invest for later life, or need to align your retirement investments with your own plans and attitudes to risk, I can help.
Find out more: Pension advice
Life and business throw us unanticipated curveballs, including the death of a loved one or business aprtner, long-term ill health, and unemployment. Offering a range of policies such as life insurance, critical illness cover, shareholder protection, and more, I work with you to financially protect the most important things in your life.
Find out more: Protection advice
For those looking to protect their assets against IHT, talk to me today about my inheritance tax advice services. For many, IHT is a complex topic. However, as an experienced, financial adviser in Kent & Sussex, I will work with you to plan for IHT, and in some cases develop plans to reduce or avoid inheritance tax entirely.
Find out more: Inheritance tax
My estate planning service helps secure your financial legacy and ensures your assets are distributed according to your wishes. Working closely with you, I expertly navigate the topics of wills, trusts, and asset distribution, ensuring your wishes are honoured. Furthermore, I provide personalised solutions to safeguard your family’s future, offering peace of mind.
Find out more: Estate planning
Everything starts with an initial consultation – either at my office, via video call, or in the comfort of your own home. You can either send me an enquiry, or call me today on 020 3740 5856, to request a callback.
Outside of work, I like to read, keep fit, lose myself in a good film, and spend quality time with my husband and our two young children.
I’m based in Tunbridge Wells but have clients all over Kent, Sussex and beyond. If you’re looking for a financial adviser in Kent or Sussex who can help you achieve your goals, I’d be delighted to hear from you.
Please contact me today to arrange a free consultation.
Looking for a trusted financial adviser in Kent or Sussex? Here is just a handful of some of my customer testimonials.
“Louise was friendly, helpful and very approachable. She spent time listening to me so she totally understood exactly what I was looking to do – I had some of my own thoughts and these were discussed as well as her own suggestions.”
“The professional advice and customer service I’ve received from Louise has been incredible. I have absolutely no hesitation in recommending her services.”
“There is nothing Louise could have done better – she is totally professional, approachable, a great listener, friendly and helpful.”
“Louise’s investigation into my pensions was great, explanations clear and I was able to act on her suggestions having peace of mind that what I was doing would give me long-term security.”
Call me today on 020 3740 5856 to start the conversation.
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