Natalie Cheesman
IAD, CeMap, LLB Law and Taxation, ACSI
I truly believe in the importance of tailored financial advice and having someone you can trust and rely on to guide you through difficult financial decisions can be invaluable. I understand that financial planning is not just about numbers and investment planning; it’s about creating a roadmap that aligns with your unique aspirations, values, and dreams.
About
Financial planning plays a crucial role during life’s key moments, as these periods often come with significant changes in income, expenses, and financial priorities. Whether you’re getting married, starting a family, changing careers, experiencing a loss, preparing for retirement, or going through any other major life transition, thoughtful financial planning can help you navigate these changes effectively and ensure that you’ll be OK whatever happens.
My role is to work with individuals, families and business owners to help them achieve their life goals through effective financial planning. We will focus on the bigger picture together, incorporating all aspects of your lifestyle and aspirations into a holistic financial plan. Great financial planning can change lives. With my expertise and personalised approach, I strive to empower you to live your best life, both now and in the future.
Personally, I absolutely love what I do! I find it immensely fulfilling to help others in achieving their financial aspirations. For myself it’s about building meaningful long-term relationships with clients, guiding them through life’s financial challenges and celebrating their successes.
I provide expert advice on investment planning, retirement planning, tax efficiency, mortgages, protection planning, estate planning, inheritance tax mitigation and trust application.
White Lined House Wealth Management Ltd
Our mission statement is ‘Invest Wisely, Enjoy Forever’ we want to guide our clients to invest for their future so that they can live the life they love when they no longer have to work. We want to ensure our clients have the right protection and financial framework in place to help them to reach their destination.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
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 09/05/2024
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.
White Lined House Wealth Management Limited is registered in England and Wales, Number 15170803. Registered Office: White Lined House, The Street, Cowfold, Horsham, RH13 8BP.
