Narrative Wealth – Mortgages & Financial Planning
Address
60 High Street, Wimbledon Village, London, SW19 5EE
Phone
020 7017 1988Website
http://www.narrativewealth.co.ukAbout
Narrative is a boutique, intergenerational financial planning and wealth management firm that works with a select number of families, offering the continuity of a familiar face, the foresight to prepare for what is ahead and the care to support through every milestone.
Founder Claudia works with her clients to shape the financial story they want for their future. Through a holistic approach that brings together mortgages, protection, and wealth planning, she provides clear, joined-up advice tailored to each client’s values, relationships, and long-term goals.
By building lasting relationships, Claudia helps families plan confidently, protect what matters most, and create a legacy they can be proud of.