Skip to main content
Search

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 want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today

An adviser’s insight

Graphic of people stood in front of phones showing the CashHub

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.

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.