Sheena Parker Wealth Management - Sevenoaks

Address: 17 Kippington Rd, Sevenoaks TN13 2LJ, United Kingdom.
Phone: 7939529373.
Website: partnership.sjp.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

Location of Sheena Parker Wealth Management

7939529373

Sheena Parker Wealth Management, located at Address: 17 Kippington Rd, Sevenoaks TN13 2LJ, United Kingdom, is a financial planning firm that offers expert advice and personalized solutions to help clients manage their wealth and achieve their financial goals. With a Phone: 7939529373 and a user-friendly website at Website: partnership.sjp.co.uk, this company is dedicated to providing the best possible service to its clients.

The firm specializes in Financial planner services, which means that they work closely with each client to understand their unique financial situation, goals, and risk tolerance. Based on this information, they develop a customized plan that may include investments, retirement planning, tax planning, estate planning, and other strategies to help clients build and protect their wealth.

One of the key features of Sheena Parker Wealth Management is its commitment to accessibility. The office has a wheelchair-accessible parking lot and restroom, making it easy for clients with mobility challenges to visit the firm. Additionally, there is a restroom available for all clients.

Sheena Parker Wealth Management has received numerous positive reviews from clients, with a Average opinion: 5/5 based on 39 reviews on Google My Business. Many clients have praised the firm for its expertise, professionalism, and personalized service. They appreciate the firm's ability to explain complex financial concepts in simple terms and to provide clear, actionable advice.

If you are looking for a financial planning firm that can help you manage your wealth and achieve your financial goals, Sheena Parker Wealth Management is an excellent choice. The firm's expertise, accessibility, and commitment to client service make it a standout option in the industry. To learn more about the firm and its services, visit the website or contact them by phone to schedule a consultation. Don't hesitate to take the first step towards securing your financial future with Sheena Parker Wealth Management.

Reviews of Sheena Parker Wealth Management

Sheena Parker Wealth Management - Sevenoaks

Matt Beard

5/5

I can't recommend Sheena enough!

Sheena has a lovely positive, genuine, and reassuring approach. She quickly established my needs, personal circumstances, and attitude to risk and reward with great care and attention to detail.

Sheena broke everything down in a clear and concise manner providing me with complete clarity about my situation, the choices available to me and simple next steps.

Sheena’s ability to assess the situation and offer advice has been invaluable, and I have no hesitation in recommending her. If you're looking for an independent financial advisor you can trust, look no further!

Beth Austin

5/5

Sheena is a calming and trusted voice. She is knowledgable and keeps things simple and easy to comprehend for those of us not financially literate. This is a real skill and very much appreciated. I wouldn’t hesitate in recommending Sheena to help you get your finances in order.

Jean Sharp

5/5

Sheena became financial advisor to our family at the beginning of 2023.
We are a family of 4 across different generations with different financial profiles.
Sheena has been excellent in advising us individually but recognising our overall family situation.
She is extremely proactive bringing lots of ideas for consideration while being respectful of different risk appetites.
It has been invaluable having her guide us through the complexities of the pension changes over the past couple of years.
In terms of client service she is excellent.She is always extremely responsive and goes out of her way to take the brunt of any administrative burden.
I am an extremely satisfied customer.

Jenny Fuller

5/5

I cannot thank Sheena enough, she did a thorough review of my pensions, took time to fully understand my circumstance and my needs for the future. She offered clear, straightforward advice and took all the time I needed to explain the different options available to me. Her approach was detailed, considered and compassionate, and I would have no hesitation in recommending her to anyone, I just wish I had met her twenty years ago and I might be able to retire now!

Dawn Donohoe nee Prance

5/5

I chose to use Sheena as she is local and my Dad had used St. James's Place in the past. Sheena is lovely, I went with the purpose of getting all my pensions consolidated into one place. Not only has she done that but she is proactively helping with the rest of my finances. I sincerely recommend her.

martin isaacs

5/5

Sheena Parker is very knowledgeable and provided us with many positive solutions. Nothing was too much trouble for her and we found her very personable. My husband and I couldn't recover the her highly enough

Philip Chantry

5/5

I had a fantastic experience with Sheena, my financial advisor. In just one hour, she provided me with remarkable clarity about my financial situation, highlighting the mistakes I’d been making especially with my property portfolio. Sheena's guidance not only helped me understand my finances better but also gave me a clear path forward. Her expert tips and tricks have already saved me tens of thousands of pounds. I highly recommend Sheena to anyone seeking financial advice. She's truly exceptional and really does have your best interests at heart.

Daniel Higgs

5/5

Sheena has been amazing . Her advice has guided me to solutions I could never have got to on my own. Friendly and professional. Highly recommended.
Dan H