Easom Wealth Management

Easom Wealth Management (FCA Reg No:DPE00004)

Easom Wealth Management (FCA Reg No: DPE00004)

Sunny Avenue verified the details on this profile
Sunny Avenue verified the details on this profile
Easom Wealth Management
Helping individuals, families and businesses achieve their goals and dreams by providing bespoke, face to face financial advice. Continued ongoing advice helps these plans remain on track.
Minimum Wealth
No minimum
Financial
  • Inheritance Tax Planning
  • Investment Planning
  • Protection
  • Retirement Planning
  • About us
  • Meet our advisers
  • CHARGES FOR ADVICE

Financial Advice is very personal and incredibly important to help you achieve your plans not only for you but also your family. I have been in Financial Services since 1987 but the ability to provide advice and potentially have the ability to change people's lives is what made me move into Financial Advice in 1995. I am proud to have achieved my Chartered Financial Planning qualification which helps to shape the advice I provide to my clients. In my spare time I enjoy holidays with my family, cycling and am a season ticket holder at Gillingham Football Club.

Easom Wealth Management  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.

SJP Approved 19/01/2024

David Easom - APFS

Financial

Qualifications And Accreditations
  • Preview
    CII - Advanced Diploma in Financial Planning
  • No obligation consultation

The recommendations below represent are customers views, not the views of Sunny Avenue.

CHARGES

No obligation consultation

Advice methods

  • Face 2 Face
  • Telephone Appointments
  • Video Conferencing

Advice Type

  • RestrictedRestricted

CONTACT US

  • Gillingham, Kent
  • 07904433114
  • david.easom@sjpp.co.uk

Languages we do business in

English

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