Easom Wealth Management
EW
Financial Advisors
Easom Wealth Management
41 Asquith Rd, Gillingham ME8 0JD
# Easom Wealth Management
Easom Wealth Management is an independent financial advisory firm based in Gillingham, providing personalised wealth management and financial planning services to clients across the region. Led by David Easom, an APFS Chartered Financial Planner with over 25 years' experience in financial services, the firm specialises in helping individuals and families achieve their long-term financial goals through bespoke, face-to-face advice.
The firm serves clients seeking comprehensive financial planning across multiple life areas, from young professionals navigating mortgages to established clients planning retirement or managing investment portfolios. Their approach emphasises understanding each client's unique circumstances, aspirations and family objectives before developing tailored strategies.
What sets Easom Wealth Management apart is David's Chartered Financial Planner status—a prestigious qualification achieved in 2017 that demonstrates technical competence and positions him among the UK's leading wealth professionals. Rather than generic solutions, the firm prioritises ongoing relationships with regular review meetings, ensuring plans adapt to changing circumstances and remain on track. This commitment to continuous engagement reflects a philosophy that financial planning is an evolving process, not a one-time transaction.
The firm combines professional expertise with accessibility, offering multiple contact channels including phone consultations, email correspondence and an E-Briefing Service. Their comprehensive service range—from investment and protection planning to retirement strategies and mortgage advice—enables clients to consolidate their financial management with a single trusted advisor who understands their complete financial picture.
Easom Wealth Management is an independent financial advisory firm based in Gillingham, providing personalised wealth management and financial planning services to clients across the region. Led by David Easom, an APFS Chartered Financial Planner with over 25 years' experience in financial services, the firm specialises in helping individuals and families achieve their long-term financial goals through bespoke, face-to-face advice.
The firm serves clients seeking comprehensive financial planning across multiple life areas, from young professionals navigating mortgages to established clients planning retirement or managing investment portfolios. Their approach emphasises understanding each client's unique circumstances, aspirations and family objectives before developing tailored strategies.
What sets Easom Wealth Management apart is David's Chartered Financial Planner status—a prestigious qualification achieved in 2017 that demonstrates technical competence and positions him among the UK's leading wealth professionals. Rather than generic solutions, the firm prioritises ongoing relationships with regular review meetings, ensuring plans adapt to changing circumstances and remain on track. This commitment to continuous engagement reflects a philosophy that financial planning is an evolving process, not a one-time transaction.
The firm combines professional expertise with accessibility, offering multiple contact channels including phone consultations, email correspondence and an E-Briefing Service. Their comprehensive service range—from investment and protection planning to retirement strategies and mortgage advice—enables clients to consolidate their financial management with a single trusted advisor who understands their complete financial picture.
Services offered
Investment planningProtection planningRetirement planningMortgages and specialist bankingFace-to-face financial adviceRegular review meetingsFinancial strategy developmentE-Briefing Service