Esher Financial Planning Limited
Bally Dhillon
With careful planning with a deeper understanding of your life goals, I can help you achieve them. If you have chosen your journey I can help you draw the map. I pride myself in building long term face-to-face relationships, with focus on integrity, high standards and first class service.
About
As a banker of 20 years I appreciate it can be a challenge to find personalised face to face service from a trusted adviser.
As a result of my experience I pride myself on ensuring that I work with my clients to personally understand their individual circumstances and their aspirations and I ensure I work with them to provide tailored solutions.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Charity is also important to me and I support the Acorns Children's Hospice – At Acorns Children’s Hospice their dedicated teams provide specialist palliative care for life limited and life threatened babies, children and young people and support for their families.
Acorns helps families cope at every stage of their child’s life and beyond, wherever and whenever they need it, providing specialist palliative care 24 hours a day, 365 days a year. Their hospices provide a happy home from home environment where children can take part in a variety of fun and therapeutic activities, from arts and crafts sessions to hydrotherapy. There are also chances for them to meet new friends or relax and enjoy some quiet time.
Providing a tailored service is paramount to building strength, trust and integrity with our clients, this very much reflects in our clients recommendations, thus as we grow our clients grow with us.
Based in Walsall, we provide wealth management advice to clients both within the area, and more widely throughout the West Midlands.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 22/08/2022
The Partner Practice 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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
