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Wealth Management & Financial Advice from Shorestone Financial

Surrey based Independent Financial Advisers giving advice on investments, savings, pensions, wealth management, life assurance and protection and inheritance tax planning

http://shorestone.co.uk/

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Wealth Management & Financial Advice from Shorestone Financial | shorestone.co.uk Reviews
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Surrey based Independent Financial Advisers giving advice on investments, savings, pensions, wealth management, life assurance and protection and inheritance tax planning
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some useful links,our services,who we are,partners,simon evans,linda simmons,client services team,gill cryer,sue denman,ann gallizzi,what we do,testimonials,news,enquiries,client portal,cofunds,fidelity
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Wealth Management & Financial Advice from Shorestone Financial | shorestone.co.uk Reviews

https://shorestone.co.uk

Surrey based Independent Financial Advisers giving advice on investments, savings, pensions, wealth management, life assurance and protection and inheritance tax planning

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shorestone.co.uk shorestone.co.uk
1

Who We Are - Linda Simmons

http://shorestone.co.uk/whoweare-lindasi.php

Linda J. Simmons. Dip PFS, Certs CII (MP and ER). Partner and Independent Financial Adviser. Linda is committed to providing clients with objective financial guidance and advice. Shorestone has built this reputation with clients based on trust, honesty, integrity and excellence. She believes that Independent financial planning should be available to everyone and her skills are focused on understanding client needs and objectives and preparing financial plans to meet those varied needs. Shorestone Financi...

2

News

http://shorestone.co.uk/news.php

Moneyworks - Summer 2016.pdf. Moneyworks - Spring 2016.pdf. Moneyworks - Winter 2015.pdf. Moneyworks - Autumn 2015.pdf. Moneyworks - Summer 2015.pdf. Moneyworks - Spring 2015.pdf. Moneyworks - Winter 2014.pdf. Moneyworks - Autumn 2014.pdf. Moneyworks - Summer 2014.pdf. Moneyworks - Spring 2014.pdf. Moneyworks - Winter 2013.pdf. Moneyworks - Autumn 2013.pdf. Moneyworks - Summer 2013.pdf. World Stock Markets 2013. The Importance of Asset Allocation & Diversification.pdf.

3

Client Services Team

http://shorestone.co.uk/clientserviceste.php

Please click on a name of your choice to see a mini-biography. Our Client Services Team. Our planning, research, investment management, and client services staff combine their knowledge and years of experience to deliver comprehensive results and individual attention to every client. Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is a Limited Liability Partnership registered in England No: OC 341462.

4

Who We Are - Ann Gallizzi

http://shorestone.co.uk/whoweare-anngall.php

Ann began working with Linda in May 2007, and has seen the transition of the company through to Shorestone Financial today. Ann’s training and background is as a Personal Assistant, and after gaining her Private Secretary’s qualification, she worked within Central Government in London for ten years before starting a family. As the children became less dependent on her, she returned to the office environment and started working on a part-time basis for local businesses.

5

Our Services

http://shorestone.co.uk/ourservices.php

Please click on the service you require for more information. Investment and Wealth Management. Investment and wealth management, from an individual's perspective, is simply the science of solving or enhancing his or her financial situation. From our perspective, wealth management is the ability to deliver a full range of financial services and products in an unbiased, consultative manner. Individual Savings Accounts (ISAs). Collective Investment Schemes (OEICs and unit trusts). In summary wealth managem...

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