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 https://djlbwealth.co.uk/davidbaldry.html
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