Victoria Ogden
Financial Planning Consultant DipFA, CeMAP in Knutsford
A little bit about Victoria
Victoria holds both a Diploma for Financial Advisers (DipFA) and a Certificate in Mortgage Advice and Practice (CeMAP).
Victoria understands that financial planning goes beyond numbers, and her commitment to thoroughly understanding her clients’ backgrounds, goals and personal aspirations allows her to offer bespoke financial plans and client focused financial advice.
Victoria is dedicated to simplifying complex financial concepts and industry jargon, and her enthusiastic and friendly approach ensures clients feel supported and understood throughout the planning process.
Whether it’s planning for retirement, looking at protection needs, or applying for a mortgage, Victoria’s holistic approach to advice ensures she not only addresses immediate challenges, but also establishes a solid foundation for long-term financial stability and success.
Away from work, Victoria enjoys spending time with family, friends and walks with her dog, Lottie.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Deals
Fixed rate deals, discounted, variable and flexible, capped and/or collared.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.