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Prue Ockenden
Ockenden Financial Planning
Unavailable for contact through VouchedFor
Based in Salisbury
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I believe that there is a significant benefit to receiving 121 advice, whether that is by zoom or face to face. I know that my client’s goals and priorities change over time, which is why it is so important to receive personal and flexible advice that can evolve. I bring my clients knowledge of the ever-changing markets and ways to maximise their tax allowances through careful financial planning. Meeting with clients on a regular basis has always been a priority for me and I really enjoy building long-lasting relationships with them and their families. Seeing my clients achieve their goals and aspirations is the reason I continue to love my work. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx