The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Doug Young – Financial Adviser
Doug has worked in financial Services for over 30 years and set up Wealth Planning with the belief that clients require quality informed advice from an experienced team of professional advisers. As a financial Planner, Doug provides advice to clients on a wide range of topics including investments, Inheritance tax planning and provides older clients with advice on equity release mortgages to ensure they can make an informed decision
Doug is passionate in developing a business culture that ensures Wealth Planning provide truly excellent service to their clients.
Rob Monckton – Financial Adviser
Rob has 25 years of experience in banking and financial service having worked initially with a couple of large corporate companies. As the financial planning director, Rob provides professional advice to both individual and corporate clients. Rob is qualified to provided advice on pension transfers including final salary schemes. Other financial advisers and professionals often refer Rob this type of work as his knowledge allows clients to consider their options as they near or are at retirement.
Rob always agrees an ongoing service strategy with his clients to ensure their objectives are regularly updated to ensure they continue to achieve their goals.
Amy Webb – Mortgage Adviser
Amy has been working in financial services for over 10 years. The first part of her career was as a mortgage adviser working for the Halifax before progressing her career as a mortgage and protection specialist for Wealth Planning Associates.
Amy provides clients with advice on mortgages from the whole market and her clients love her professional and caring attitude to her work which is rewarded by great customer feedback and ongoing referrals from both existing clients and professional connections.
Ryan Guy – Mortgage Adviser
Ryan joined the team in 2016 when our success meant more support was required. Experienced in mortgages, Ryan has always been passionate about ensuring that his clients are protected in the unfortunate event of a serious illness or premature death occurring. Wealth Planning Associates recognise that protecting our clients is as important as arranging a mortgage or investment.
Ryan is based at our Discovery Park office and is happy to see clients at our office or in their home.
Sue Eaton – Financial Adviser
Sue has enjoyed over 20 successful years in banking and financial services where she is recognised for providing her clients with excellent quality of service. She specialises in providing her clients with a full range of financial planning advice including investments, pensions, protection and mortgages.
Sue provides our corporate clients with advice on Auto enrolment and sets up schemes for companies to ensure they meet their legal obligations.
Sue believes that everyone’s financial and personal situation is unique, and that providing a personalised, professional service along with regular review meetings is essential to help her clients secure their aspirations for the future.
Lisa Howes – Mortgage Adviser
The newest addition to our team, Lisa has a background in Financial Services working in the city for investment and asset managers. Following the birth of her daughter, Lisa decided to complete her mortgage exams so she could work locally and Wealth Planning recognised that her caring attitude to people will ensure that clients get a great service when looking for a mortgage. Working within the team has enabled Lisa to quickly develop her knowledge and her professionalism ensures that clients get the very best advice.
Katie Young – Office Manager
Katie has over 25 years of experience, working within the financial industry. 15 years was spent with Lloyds TSB working both as a manager and a mortgage and investment adviser throughout various branches in Kent.
The last 10+ years Katie has helped Doug with the running of the business and her current role of office manager enables her to provide valuable back up to all of the advisers, ensuring a high standard of customer service is always delivered.
Sam Carpenter – Administrator
Sam joined the Wealth Planning team in 2016 in an administration role. Sam supports the financial planning and mortgage team with key tasks to ensure our clients get a great service. Part of his role ensures that our pension and investment clients get ongoing reviews of their plans.
Sam is learning from the experienced team with a view to eventually become a mortgage adviser.