Sheena Parker Wealth Management - Sevenoaks

Katherine F.

I was introduced to Sheena by a friend as I needed advice on several financial matters from asset management to trusts. I found Sheena to be very knowledgable and straightforward in her approach in offering advice. Sheena shared advice in my introductory call which could be implemented immediately and also independently. I look forward to working with Sheena in the future.

Katherine G.

Sheena was extremely helpful and provided clear, professional advice on my pension. She offered great guidance and made everything easy to understand. The service was excellent from start to finish, and I would highly recommend her. I’ll definitely be using her services again.

Richard M.

Sheena took the time to walk me through my financial status, explaining how I stand and offering detailed suggestions about how I could better regulate my finances via investment and savings options, plus taking full advantage of the UK's taxation and benefits system. Her advice was hugely helpful and offered me much-appreciated reassurance about my financial situation.

Sheena also provided some useful guidance about longer-term plans, including life insurance, pension savings and more. And, at the end, I had a comprehensive 'to-do' list to get started on!

I'd recommend Sheena's support to anybody with questions or concerns about their current financial well-being or future status. Many thanks, Sheena!

Sarah K.

I was recommended to contact Sheena as I needed advice on re-mortgaging, pension planning and tax. I found her to be very approachable, grasping my current financial situation within minutes. She gave honest, straightforward advice on how to maximise my cash flow, save some tax and plan for retirement which I really appreciated and will build into my financial planning. I would have no hesitation in recommending Sheena to anyone who needs down to earth, honest financial guidance. I only wish I had spoken to her years ago!

Carlos R.

Recently, my wife and I contacted Sheena for an informal chat in Inheritance tax current regulations. Right from the start Sheena was very open to our enquiry & through a short Q&A session she made a clear picture of our current state of affairs. She dealt with it in a very professional manner and explained to us some options that we might want to consider. We certainly recommend Sheena as a very competent and knowledgeable professional on wealth and financial matters.

Tim L.

I would highly recommend Sheena. I just had an introductory call with her for an urgent situation. She responded straight away to an email late yesterday evening and offered a call the this morning. Sheena really knows her stuff. I had already done a lot of research and she confirmed everything I had found and also some really important points that I had not considered and how to work around them. I was very impressed, not only by her knowledge but also her manner on such a sensitive subject. Thank you Sheena and I will be in touch again.

Maggie S.

I was introduced to Sheena Parker by my daughter as I needed advice on investments, and on ISA's in particular. Sheena called me and explained that by transferring my current ISA's to a new provider, for a better rate, I wouldn't be jeopardizing this tax years ISA allowance, as long as it was done via the transfer option with the new provider . On top of this, she managed to give me lots more advice on ways to make better financial decisions which I will be putting into practice.
Half hour definitely well spent,
Thanks Sheena

Katie G.

Sheena was very professional and approachable Sheena gave me helpful advice on our introductory call with clear actionable steps to manage my finances. I look forward to speaking with her in the future.