June Marsh
Financial Planning Consultant FPFS in Bordon
A little bit about June
June has worked in financial services throughout her career working with investment providers, brokers and a private bank, always dealing directly with clients. Over the years, she has acquired a comprehensive knowledge of all aspects of personal financial planning; backed up by her professional qualifications. Honest and proficient advice is what all her clients are offered, to help them nurture their aspirations, and dreams, and achieve their goals.
June’s empathetic and understanding manner means she will look for the correct solution for each and every one of her clients, enabling them to have a very good understanding of what is being recommended and why. Her clients often comment on this aspect, and that it leaves them feeling confident knowing that with the on-going relationships she builds with them, that they are in safe hands.
When not working with her clients, June enjoys keeping active, walking, cycling, Nordic-walking, Park Run and often combining this with raising funds for charity. Fitting this in with family and home life with three grown up sons, gardening and dog walking, leaves some time to relax doing Tai Chi and socialising with friends and family.
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Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
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An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
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.
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.