Chloe Dunk Email & Phone Number

As a qualified Financial Planner, I provide tailored financial advice for individuals and businesses alike. With an ever-changing environment and changing client circumstances, I understand the importance of writing tailored financial plans for clients to help them to achieve their lifestyle goals, and to review these plans regularly so they remain current and accurate.This includes areas such as :- Protection Planning - helping to make sure individuals and businesses are protected should anything happen- Investment Planning - reviewing your short and long term goals, whether that's saving to buy your first home, or planning for future expenses such as school fees planning- Retirement Planning - helping to make sure you’ve got the provisions in place to achieve the lifestyle you want in retirement. I also work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.Meta Advisors Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.