I have been working in Financial Services for sixteen years and along the way I have found that I get the greatest pleasure from making a real difference to my clients' lives and futures by sitting down with them to work out bespoke plans. I have recently joined Cranwell Wealth Solutions, from HSBC, to me give me freedom to provide a wide range of financial solutions.
Cranwell Wealth Solutions is a fast growing practice, mainly down to word of mouth and recommendations, and with the new office in Uckfield I will bring my background of excelling in client service to build trust with both existing and new clients.
I personally believe that everyone’s circumstances are different and that they will also be constantly evolving and that is why it’s vital to meet with my clients and keep in touch regularly. This enables me to tailor all advice to be both timely and relevant. Even if that means no action is taken at that point, it gives all involved peace of mind that we are perfectly positioned.
My experience and expertise covers a broad range of financial planning including:
Covering your plans and the future plans of your family and dependants to ensure that in the unfortunate event of death, critical illness or long term sickness you can still afford your commitments.
Investing either for growth or to generate additional income in the most tax efficient manner. Either through a lump sum or regular savings towards a future goal with an aim to achieve more than you can in a cash account. This could be for a new purpose or reviewing existing plans to make sure they are best placed to achieve your goal.
Planning for or living in retirement. The best made plans start as early as possible and are continually reviewed throughout their growth period to give you the best retirement possible. When the time comes to turn that hard earned money into sufficient income to achieve retirement aspirations, I enjoy working with clients to make this a reality.
Steve has over 17 years' experience working in the Financial Services industry. He worked for Nationwide Building Society for 14 years, as a Mortgage Adviser, Branch Manager and Financial Adviser and for the last 3 years with a HSBC bank, as a Premier Relationship Manager.
Based in Bexhill on Sea, he provides Wealth Management advice to clients in Sussex, Kent and other Counties in South East England.
In line with his professional background and as a representative of St. James's Place Wealth Management, his service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
Fundamentally his approach is to be problem-solving for the client - rather than product-selling. As a result, his clients can expect to receive the most comprehensive and appropriate advice at all times.
He also enjoys playing football, whilst following the fortunes of Bath Rugby Club and Somerset Cricket Club. You will also find him at the local gymnastics club, where his daughter spends most of her spare time in their Women's Artistic Squad.
I joined Cranwell Wealth in January 2015 as Personal Assistant and Office Manager.
My background has been in various aspects of the Financial Services industry, for over 30 years. During this time I have carried out various roles, Office Management, Client Service and Financial Analysis being a just few of the positions I have undertaken in both Banking and Financial Advice.
Office Management and excellent client service is the key to running an effective business and we feel at Cranwell Wealth we have the correct balance.
Taking care of our clients and ensuring they receive the utmost care and service is something I take pride in and have been able to nurture with the help of my previous experience in the financial services industry.
Anneka joined the team in 2016. Anneka's core focus is in supporting the adviser team by ensuring prompt responses from ceding companies where clients hold policies elsewhere.
In addition she provides the main support in ensuring client records are updated accurately post business, ensuring comprehensive tracking of works carried out by the Practice as a whole.
Anneka has lived in Uckfield all her life. She is married to Anthony and they have two children Ruby and Harry. She enjoys family days out and theatre trips.
In January 2017, Kate Miller was appointed as Office Manager, a position established to help support the continuing expansion of Cranwell Wealth Solutions.
Kate’s role is to ensure that each and every Customer receives exemplary customer service in all matters, either by dealing with customers directly, or by providing support to colleagues as and when required.
I have recently joined Cranwell Wealth Solutions Ltd in January 2017, as a Relationship Manager. I have worked within the financial services industries for the majority of my career in Customer Services and Relationship Management and am now looking forward to developing my skills and learning new ones to add value to the existing team and look forward to delivering excellent service to our clients.
In my spare time I like to spend time with my family and enjoy taking holidays to new destinations.
The value of an investment with St.James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get backless than you invested.
An investment placed into equities would not have the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.