I have worked within the financial services industry for over 15 years and provide full holistic financial advice that is built on long term trust and relationships. My advice covers all areas of wealth management including but not limited to:• Investment Planning'• Retirement & Pension Planning-Pre & Post Retirement Solutions• Estate & Inheritance Tax Planning• Protection PlanningAs director of Jensen Wealth Management Limited I specialise in helping people plan for their future financial security and then help them access their wealth efficiently and effectively when required.As an Associate Partner Practice of St. James’s Place Wealth Management, I base myself in Wiltshire but cater for clients across the South West and beyond. My emphasis and commitment is on building long lasting relationships with my clients. This enables me to work closely with them as their own goals and circumstances change over time, ensuring they receive comprehensive and trusted advice and helping them to achieve their objectives as the world around us changes.More details are available on our website at www.jensenwealth.co.ukThe Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 21/02/23
Listed skills include Financial Advisory, Financial Planning, Financial Services, Mortgage Lending, and 11 others.
