Financial Planning based in Pewsey, Marlborough & wider Wiltshire.
I believe that financial advice is for everyone. Starting from scratch? Need tax efficient retirement advice, investment management or inheritance planning? Get in touch to book a no obligation appointment.
Welcome to Crossroad Financial Planning
Financial planning, Wealth Management or Financial Advice is reserved only for the wealthy, right? Wrong. We call it Financial planning, and I believe it should be easily accessible to everyone.
A great financial plan should be:
- Holistic by nature.
- Forward looking by design
- But most of all, it should be yours.
When we look at your finances from the top down, the bigger picture comes into focus. That's how we uncover what matters most to you; in the short term and the long term, whether its your family, your career, your home, or your time.
You can't change the past. What matters is looking forward with your financial plan to keep everything on track toward your goals. So, it's not about what you've done up to now, it's about what you do from today that truly counts.
Financial planning isn't one-size-fits-all. It should be personal, crafted around what matters most to you; completely unique and made just for you.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 08/09/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
