Quartz Financial Planning Ltd

Quartz Financial Planning Ltd A typical fee for arranging your mortgage is £499 however, a fee of up to 1% of the mortgage amount may be charged.

Advising you on your Retirement and Investment Planning, Inheritance Planning, Specialist Insurances, and Mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage As with all insurances, conditions and exclusions will apply

Last week’s productivity hack!I can find it hard watching live webinars and not getting distracted by emails or messages...
06/12/2025

Last week’s productivity hack!

I can find it hard watching live webinars and not getting distracted by emails or messages (we all get SO many notifications!)

I propped laptop in front of my office treadmill, and boom, 2 birds with one stone! I was trapped on the treadmill so couldn’t do anything but run and pay attention to the Budget webinar.

Tell me your genius 2-4-1 hacks!

The Autumn Budget came with big promises for SMEs, but the real impact lies between the lines. Martin Brown of Elephant...
06/12/2025

The Autumn Budget came with big promises for SMEs, but the real impact lies between the lines.

Martin Brown of Elephants Child unpacks the key changes business owners should be ready for, from growth planning to exit strategy. Read more here:

https://www.quartzfinancialplanning.co.uk/article/detail/sjpp/autumn-budget-what-small-business-owners-need-to-know.html


Quartz Financial Planning Ltd 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).

SJP Approved 27/11/2025

02/10/2025

Was so proud to have been able to sponsor the charity Padel match raising vital funds for ellenor hospice.

Was nail biting stuff and serious business on the courts!! Well done to all who played, I tip my hat to you all, was a long time to be playing and concentrating 👏🏻

Great organisation from Lucy Pinder and Bob, such a fun afternoon, for the whole family

Cookie Crumble
Meraki Estates
Defluo
David Lloyd Dartford

Quartz Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management ...
21/01/2025

Quartz Financial Planning Ltd 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).

SJP Approved 27/1/2025

To our friends, clients and those who recommend us, we wish you a peaceful Christmas and good health for the New Year.Ch...
24/12/2024

To our friends, clients and those who recommend us, we wish you a peaceful Christmas and good health for the New Year.

Christmas can be hard and if life hasn’t been amazing this year, remember this too shall pass, and I’m here with a listening ear.

We are mainly out of the office until the 8th of Jan, but if you do send an email we’ll get back to you before then.

Merry Christmas 🙏

[email protected]

The office’s visitor alert officer Kelly Doogg 🐶 is having her groom this morning, so I’m in the local cafe next door ab...
19/06/2024

The office’s visitor alert officer Kelly Doogg 🐶 is having her groom this morning, so I’m in the local cafe next door about to catch up on some admin. Nice to have a change of scenery and there is actually nothing quite like tea from a cafe, why IS that??

This is absolutely never needed, but it's wonderful to be shown appreciation for work that I've done.Very happy client n...
18/06/2024

This is absolutely never needed, but it's wonderful to be shown appreciation for work that I've done.

Very happy client now her savings that were scattered around and not doing much are now streamlined, earning higher interest than they were, some invested for future growth, and maximising all available allowances.

For me this is business as usual, as it should be, but it's touching and humbling to be reminded that it means a lot to clients to have trusted guidance and an adviser throughout the process.

It's not all down to me, it doesn't happen so smoothly without my support at work and at home

Had paperwork to drop to a client in Leybourne, so no more of an excuse needed to visit Leybourne Lakes on this gorgeous...
15/10/2023

Had paperwork to drop to a client in Leybourne, so no more of an excuse needed to visit Leybourne Lakes on this gorgeous autumnal day.

What have you all been up to this weekend?

My first reel - spur of moment post, need some practice
09/06/2023

My first reel - spur of moment post, need some practice

Address

1st Floor, The Crown, London Road
Westerham
TN161DJ

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