Welcome to
Sequoia Circle LLP
Jargon free, independent financial advice
Sequoia Circle LLP is a privately owned independent financial planning practice based near Gatwick, providing expert financial advice to a wide range of clients.
Whether you are a private individual, a company, a trust, or a charity, we have the knowledge and experience to assist you with all of your wealth matters.
“Financial advice is all about trust. I’ve always felt that the team at Sequoia has given me the right advice in a
straight forward, no-nonsense way - backed up with outstanding client service.”
Our 4 step process is the key to your financial plan. Understanding your current financial position, and where you’d like it to be, is where we begin. The rest is a journey that we’ll be on together until your goals are realised.
Discover
The initial meeting where we get to know you and gain an understanding of your current position and your personal and financial goals.
Create
We will create a bespoke financial plan based on our discussions at Discover(y). We will present you with an evaluation of your position along with a blueprint of our recommendations.
Implement
When the way forward has been agreed, we will ensure that any applications, forms and other documents are completed ready for your signature… ready for immediate processing.
Monitor
Your goals may change over time, due to changes in your lifestyle or circumstances. It is essential to ensure that your plan continues to meet your lifestyle and investment objectives.
Everything in one place
All our clients get free access to our App. A useful way to look at all your finances all in one place. Not just your investments with Sequoia Circle, but all your bank accounts, pensions, ISA’s… your entire financial footprint can be viewed securely and its performance tracked, live, 24/7!
It’s good to talk.
Our free, no-obligation initial meetings are the perfect chance for us to get to know each other. We will establish how we can help you, and you can find out more about the service we offer.
To book a meeting or find out more, give us a ring, drop us an email or click below and a member of our team will be in touch.