What I Offer…

My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on 07878 531025 or visit my website at www.chalkfarmfinancial.co.uk.

Why I’m good at what I do…

Based in Norfolk, I have spent the last 10 years providing financial advice to clients in the local area.

With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

Our Services:

Investment Planning

Retirement Planning

Protection

Our address:Chalk Farm Financial Planning Ltd, Rosewood, Chalk Farm, Narborough, Kings Lynn, Norfolk PE32 1HY

Telephone: 01760 339933  Mobile 07878 531025

Connect on LinkedIn  www.linkedin.com/in/jonathan-smith-5a2ab0116

Chalk Farm Financial Planning Ltd 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 at www.sjp.co.uk/products.  The 'St James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place Representatives.

 

What I do

  • Financial Advice

My Stats

Last online 8th Mar 2018
Member since 26th Jul 2016
Number of testimonials 0
Meetings attended 57