As an Independent Financial Planner based in Godalming, I have a passion to help people achieve their financial goals, yes, I also find the financial markets fascinating, however, seeing a client smile when their financial plan is coming together is what makes my job worthwhile.

Managing private wealth, McLaren Capital was established in 2008 by Rory St Johnston and has grown into a strong team of financial advisers, investment managers and support staff. With an in-house advisory portfolio service targeting absolute return for the lowest level of risk, the team take pride in everything they do.

Have you thought about what might happen if you became critically ill and had to stop working, how would this affect your future? Do you have an objective expenditure you want in retirement that I could help you create a plan to achieve? Have you been thinking about putting some savings aside for your children to give them a step up when ready? Is someone in your household currently on parental leave and therefore not receiving the pension contributions they would otherwise be receiving? Do you have lots of pensions and savings accounts everywhere and want to get them organised?

Every client circumstance is unique and there is no one size fits all scenario; I like to get to know my clients to build their trust over time and be their confident. Whether you are an individual wanting to start a financial plan for the future, a company director seeking death in service benefits to protect your family and those of your business partners or even thinking about succession and the potential impact of long-term care on your estate, then I can help you.

My aim is to agree and implement a holistic financial plan with your best interests at the heart of everything we do.

Please drop me a line to start an initial discussion, because everyone can benefit from a financial plan.