To build strong long lasting and ongoing relationships with individuals and business owners who are serious about planning their financial future.
I founded Letts Wealth Management in March 2015 because I wanted to be different to other financial advisory firms. I really do want to put the client first and offer financial advice that is in their best interests and follow through on what we say we are going to do with a high quality of service.
As a Partner Practice of St. James's Place Wealth Management based in Maidstone my emphasis is on building and maintaining long-term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve over time.
We are always looking for opportunities to speak to new prospective clients. Thus far this has been aided by the relationships that we have built with existing clients who regularly refer us on to family and friends. Please visit www.lettswealthmanagement.co.uk for more details about the services we provide or contact me via LinkedIn, on 01622 470101 or at email@example.com if you are in need of a professional financial adviser.
Accreditations & Qualifications
I have worked in financial services for over 20 years and am a Chartered Financial Planner. I offer a broad range of advice to individuals, families, professionals and directors of small and medium sized businesses throughout the South East of England, London and the surrounding counties, providing bespoke practical solutions to financial situations.
My advice covers wealth management including pre and post retirement planning, investment planning, estate planning, inheritance tax mitigation and life protection planning.