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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 if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.