
Here at Chesil Financial Planning Ltd we use goals-based planning which can help you identify, achieve and maintain your desired lifestyle without the fear of running out of money. It’s a process that puts you and your financial goals and objectives at the heart of our conversations. The financial plan provides the roadmap to ensure you can maximise your chance of living your best life.
I started my career with SJP in 2015 before establishing my own business, Chesil Financial Planning Ltd in 2022.
I am passionate about making financial services easy to understand and accessible to everyone.
I provide bespoke advice, specialising in retirement planning with the aid of cash flow forecasting, protecting and preserving wealth via inter-generational planning and long-term care planning.
We offer an excellent wealth management service which will help you achieve your goals
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 03/01/2025
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.