Independent Financial Planning

By: Churchouse Financial Planning Limited   12/04/2011
Keywords: financial advice, Financial Investments, Chartered Financial Planners

As you will find with most financial planning there is never one answer to the needs of clients. In fact we often find that a combination of recommendations can be made to meet the bespoke needs of both individual and corporate clients.

To make the right recommendation we will need to understand your present circumstances, i.e. where you have been, and just as importantly where you want to go with your objectives and aspirations. This will include your attitude to investment risk and your ethical views on investment. We can guide you to your financial objectives, and manage your expectations.

Established in 2004 in Guildford, Surrey, we have over 24 years previous experience in the financial services industry, dealing in a range of areas to provide you with a wealth of knowledge. We have chosen to maintain an independent status (IFA) to ensure that we can offer you a bespoke service, whether looking at your overall financial planning, new plans or reviewing your existing arrangements.

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible financial planning advice, service and support.

Keywords: Bespoke Financial Planning, Chartered Financial Planners, financial advice, Financial Investments

Contact Churchouse Financial Planning Limited


Print this page