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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Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
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.