Swanley Office
Our experienced financial planners in Swanley have been providing expert financial advice for many years.
Financial planning services in Swanley
At Finli, our financial planners in Swanley are here to help you take control of your financial future with expert guidance and a personalised approach. Whether you’re managing today’s uncertainties or planning for tomorrow’s goals, we’re with you every step of the way.
Our financial services in Swanley include:
- Savings & Investments: Maximise your wealth with strategies designed to grow and protect your assets.
- Retirement & Pensions: Prepare for a secure retirement with expert pension advice and planning strategies.
- Financial Planning: Bring all aspects of your financial life together with a personalised, holistic plan.
- Mortgages & Protection: Safeguard your financial future with tailored mortgage advice and protection solutions.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
Our Swanley team is dedicated to helping you achieve your financial goals with confidence. Get in touch with us today to find out more.
Our financial planners in Swanley
Carl Phillip Baker Financial Planner
Carl started his career in the actuarial and pensions consultancy industry before transitioning to financial planning in 2006, when he joined Scottish Widows.
After gaining significant knowledge of wealth and financial planning, he took on his first role as a financial planner in 2010.
Carl’s thirst for knowledge drives him to continually learn more, ensuring he can deliver high-quality and appropriate planning to his clients.
He is deeply focused on his clients, maintaining personal relationships and staying in regular contact to capture any changes that might impact their future plans.
In his spare time, he enjoys working on his own life plan, which includes spending time with his family and pursuing hobbies like golf, tennis, and focusing on his overall well-being.
Ashley BellFinancial Planner
Ashley has been working in the financial services industry for the past eight years, having previously worked at Indigo and Gale and Phillipson, which is now Finli.
During his time in the industry, he has earned the Level 4 Diploma in Financial Planning, and his specialty lies in retirement planning and investments.
Outside of work, when he’s not watching Crystal Palace, he enjoys running and going to live music events.
