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June Marsh

Financial Planning Consultant FPFS in Bordon

A little bit about June

I have worked in financial services throughout my career, collaborating with investment providers, brokers, and a private bank, always directly interacting with clients. Over the years, I have acquired a comprehensive knowledge of all aspects of personal financial planning, backed by my professional qualifications. I offer honest and proficient advice to all my clients, helping them nurture their aspirations and dreams and achieve their goals.
 
My empathetic and understanding manner means I look for the correct solution for each and every one of my clients, enabling them to have a very good understanding of what is being recommended and why. My clients often comment on this aspect, and that it leaves them feeling confident knowing that with the ongoing relationships I build with them, they are in safe hands.
 
Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

More about me

When I am not working with my clients, I enjoy keeping active by walking, cycling, Nordic walking, and participating in Park Run, often combining this with raising funds for charity. Balancing this with family and home life with my three grown-up sons, gardening, and dog walking, leaves me some time to relax by doing Tai Chi and socialising with friends and family.
 

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.