Financial Adviser- Lombard Wealth Associates Ltd
Theresa Elsey
Financial Adviser
Rainham
Gillingham
ME8 7PG
Business Description
My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on 07580 579031 or visit my website at www.lombardwealthassociates.co.uk
Based in Kent I have spent the last 30 years providing financial advice to individuals, families and businesses in the local area. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
Our services:
Investment planning
Retirement planning
Protection
Our Address:
St. James's Place. 30-32 Lombard Street, London. EC3V 9BQ
Telephone 01634 264322 07580 579031
Connect on LinkedIn https://www.linkedin.com/feed/
Lombard Wealth Associates Limited 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.
SJP Approved xx/xx/xxxx
My Recommendations
I have known Theresa for a number of years and on several occasions I have either discussed advice for myself or referred her to a client. She has always been very helpful and given invaluable advice to me. My clients have also reported a similar experience. I would not hesitate to recommend Theresa for any pension or investment advice.
from Steven Hall
Theresa has given financial advice to a number of my clients and they've all been very impressed with the way she explains complex financial matters and the lack of pressure from her
from Sarah Funnell
Accreditations & Qualifications
Diploma In Investment Planning
FPC
CF8
CEMAP
ER1