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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.
 

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.

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.