I have worked in financial services since 2000, holding senior roles with both Nationwide and Halifax. I really enjoy providing tailored financial advice solutions to my clients and have been doing so since 2018.

Seeker Financial Planning is a preferred financial planning service of Mortgage Advice Bureau, formed to ensure that our clients can access friendly and professional advice. We also provide wealth management advice aiming to grow their investments, protect what they have and draw an income in retirement, along with a full range of associated services.

Our purpose is ensuring our client’s get the right financial planning advice for them, by providing a friendly and professional service that help’s our client achieve their financial goals over the long term. For us financial planning is all about understanding our clients, helping them set their financial goals and review these regularly.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

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 back less than you invested.