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One To One Financial Planning Clinic

11 June 2019 12:17 PM | Lauren Martin-Grieveson (Administrator)

One To One Financial Planning Clinic

David Baldry, director of DJLB Wealth Management Ltd, cordially invites you to a one to one financial planning clinic at the Sphere Business Centre, Northbrook College, Broadwater Road, Worthing. The clinics will be held from Tuesday the 2nd of July until Friday the 5th of July and each confidential session will last an hour and allocated on a first come first serve basis. Appointments can be made by calling our office on 01903 681966.

We can help to create a tailor-made financial plan for you using Voyant financial planning software.  Voyant is an intuitive forecasting tool that can help you forecast and visualise your possible financial future, liabilities and assets in both pre and post retirement based around your individual circumstances. Voyant can also utilise given What-If scenarios to instantly demonstrate the financial impact of key decisions and life events, small changes could make a large impact.

Your Voyant Financial plan will be produced at no obligation.

For illustration purposes only

For illustration purposes only.

Learn more about David Baldry here

DJLB Wealth Management Ltd 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 

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Worthing & Adur Chamber of Commerce is the trading name of Worthing & Adur Chamber of Commerce & Industry Ltd.
Company registered in England & Wales. Company number: 00345261.  
VAT No: 275 6477 60
Registered Office: Sphere Business Centre, Broadwater Road, Worthing,
West Sussex BN14 8HJ
© 2018 Worthing & Adur Chamber

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