A new financial planner has joined Cranwell Wealth Solutions as it celebrates its first anniversary in a town centre office in Uckfield.
He is Steven Sanders, who was previously a financial relationship manager with HSBC, and Nationwide where he worked for more than 17 years.
Cranwell Wealth Solutions said Steven enjoys working with a range of clients, whether they are just starting out in life, trying to get onto the property ladder, or looking for a secure and planned retirement.
Steven added: “It’s great to now be part of a bespoke wealth management business. After working for a large financial organisation I felt things had moved further away from the client.
“I don’t believe financial advice should be transactional, but should be built on long-term relationships; this is why I decided to join Cranwell Wealth Solutions Ltd.”
The Uckfield firm, which is based at 21 Church Street, was set up in 2013 by Steven Palmer and has been expanding over the past 18 months.
New team members also include financial planner Peter Morris, relationship manager Mae Ixer, and sponsorship co-ordinator and office manager Kate Miller.
• Read more about Cranwell Wealth Solutions in their premium listing in our Uckfield Directory. Look for the name or search in categories for Inheritance Tax Planning, Investment Planning or Retirement Planning.