Welcome to Eastlake Wealth Management

I pride myself on helping clients understand their current and future plans and building long term relationships. 

Specialising in retirement planning I believe every clients needs should be aligned with their future plans and adapted when needed. I aim to give my clients full control over their finances and work towards achieving financial freedom and peace of mind that their future plans will be met by their retirement planning. 


Promotions

Item 1 of 4

Sustainability

Eastlake Wealth Management keeps a close eye on investment markets and the impact of sustainable and responsible investing and is happy to discuss this further as part of a financial planning strategy for a world worth living in. Feel free to ask how your investments and pensions could be better utilised to reduce your carbon footprint (see the Responsible Investing section in our Investment approach).

Eastlake Wealth Management has a keen interest in reducing it’s climate impact. Wherever possible I aim to use less paper, less energy and reduce travel impact where possible. I also partner with a gold standard carbon offset scheme investing in planting trees and other carbon neutral activities and aim to offset 12 tons of CO2 every year (equivalent to 24,000 miles driven or 8 long haul flights).

Eastlake Wealth Management gives time back to the community each week volunteering on litter picks and tidying the community gardens to support a growing community in Bordon and Whitehill. I am really pleased to say that I have recently been awarded a community award by the Mayor of Whitehill council for my volunteering work!

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.

Testimonials

Item 1 of 3
Mark is a pleasure to work with, knowledgeable, attentive, always available. Exceptional service.
Amanda Kane| Retired, Sunbury

SJP Approved 05/06/2023

The Partner Practice 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 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.