Will Currie
Chartered Financial Planner Cll, APFS
Rotherbrook Financial Planning provides wealth management and financial advice to individuals, families and businesses helping them to achieve their financial goals. We provide a holistic approach to financial planning, advising clients on retirement and pension planning, inheritance tax planning, life assurance, saving and investment planning.
About
Will Currie is a Chartered Financial Planner who started his Financial Services career in 2018.
Will launched his own business, Rotherbrook Financial Planning, in 2021 with the aim of helping people with a trusted source of advice as their needs evolve.
Rotherbrook Financial Planning has been built on three key principles: Quality, Integrity and Trust.
Quality - Our financial advice is tailored to meet your specific requirements. Our aim is to ensure that your financial needs are met during all stages of life from buying your first home, to planning your retirement and protecting your estate from inheritance tax.
Integrity - Our clients remain at the forefront of everything we do. We pride ourselves on providing clear and honest advice.
Trust - Our emphasis is to establish and maintain well-founded relationships with our clients. We understand that trust is vital to all successful financial planning and welcome the opportunity to develop long term relationships with clients at our regular review meetings.
Rotherbrook Financial Planning has an office based in Petersfield and provides advice to clients across the UK, including Hampshire, Surrey, Sussex, Dorset.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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.
Emma Cripps
Paraplanner
Nicki Currie
Marketing Manager
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 12/09/2023
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.
Rotherbrook Financial Planning is a trading name of Rotherbrook Financial Planning Limited. Rotherbrook Financial Planning Limited is registered in England and Wales, Number 14508665. Registered Office: 3 Johnsons Barns, Waterworks Road, Petersfield, Hampshire, GU32 2BY.
