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Welcome to

360 Wealth Management & Financial Planning

 

 
 

“I have found the team at 360 Wealth Management very professional and knowledgeable with a relaxed approach. I felt no pressure whatsoever and got the advice I wanted and will continue to work with them in the future.  I would have no hesitation in recommending 360 Wealth Management and it’s a great addition to the services offered by 360.”

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Pete Youngs – Prestige Decorations Limited.

 

Why choose 360 Wealth Management?

  • Proactive, tailored advice to meet our client’s exact requirements

  • Regular reviews to guarantee that your finances stay in the best shape possible

  • Communication with our clients, informing them of the latest legislation 

  • Partnered with Sterling Trust to offer experience, knowledge and a wide portfolio of services

  • Use of advanced software to research, compare and select the most suitable deals

Services For Individuals:

  • Saving and Investing

  • Pensions

  • Mortgages, Including Equity Release

  • Protection

Services For Businesses:

  • Pensions

  • Business Protection, Including Key Man Insurance

  • Business Insurance

  • Group Benefits

Meet the team

John

John P Booth

Dip PFS, DipFA, MLIBF

Financial Consultant
Person1

Daryl Morgan

DipFA, MLIBF

Financial Consultant
Person2

David Chambers

MLIBF, DipFA, CeLTCI

Financial Consultant

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