Ginkgo Financial Information

At Ginkgo Financial, we help turn life’s big moments into lasting financial confidence. Whether you’re building a career, selling a business or planning your next chapter, we bring clarity, empathy and expert advice so you can take control of your finances. Based near Blackheath Royal Standard and Greenwich, we work with professionals, families and business owners across London and the South East. Clients come to us when money, life and family intersect: • Receiving inheritance, divorce settlement or business sale proceeds • Approaching or in retirement • Supporting ageing parents and weighing care options • Preparing a business for sale and wanting clear choices What we do • Invest with purpose — building wealth around what matters to you • Plan retirement — long-term income strategies and peace of mind • Make the most of pensions and ISAs — clear, tax-aware advice • Navigate change — from divorce to inheritance to business exits • Support your legacy — estates planning, wills, trusts and POA* • Keep things on track — regular reviews and proactive support You’ll meet real people here — like Daren, a Chartered Financial Planner with 30+ years’ experience, and Catriona, who brings thoughtful, holistic planning. Meet the team at www.ginkgofinancial.com/our_team. We’re rooted locally. Through Grow with Ginkgo we back projects and events that help families thrive. No jargon. No pressure. Just advice that makes sense and feels right. Will writing & Power of Attorney is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business. Approver Quilter Financial Services Limited 06/02/24.