Uckfield Community Financial Drop In Sessions With Cranwell Wealth Solutions
Cranwell Wealth Solutions is a Partner Practice of St. James’s Place Wealth Management, specialising in advising both individuals and businesses on their financial affairs. Now in their 6th year and based locally in Uckfield, their Founder, Stephen Palmer, reflects on a venture that he is extremely proud of – their Uckfield financial drop in surgeries. Stephen and his trusted team of advisors run these successful events, set up especially for people living locally in Uckfield / surrounding villages and they are free for all to attend.
The idea is to take their advice out to the local community, in an easy and convenient way. People simply drop by the Civic Centre in Uckfield on certain dates and ask any question they may have, without the need for an appointment. All advice and questions answered are offered on a private one to one basis, giving people the time they need with an advisor in a confidential setting.
It was important to Stephen to create an informal and welcoming atmosphere for the community to pop by and ask one to one financial questions, small or large; without any obligation or follow up unless they request one.
Here’s what Stephen had to say: “The drop in surgeries is such an important part to my business. I’ve built my practice here in Uckfield and the surrounding villages for some years now and I’ve been lucky enough to really get to know many of the local residents on a personal level.
The surgeries are a perfect way for me to give back to the local community. Many people have a burning financial question that has been on their mind for some time, yet they don’t wish to rely on online research and simply require up to date advice to clarifying queries.
These informal surgeries break down barriers avoiding the need to make an appointment, instead they come to us knowing they can ask any financial planning question and we will do our upmost to advise. Then the decision is entirely theirs as to whether they wish to engage with us again. No personal details are taken and no unwanted follow up calls or emails are made.”
Cranwell Wealth Solutions has many financial drop in surgery dates throughout 2019, all held at The Uckfield Civic Centre.
Why not pay them a visit at one of the forthcoming events:
- Friday 23rd August: 10am – 11:30am
- Friday 27th September: 10am – 11.30am
- Friday 29th November: 10am – 11.30am