Bramley Financial Planning are independent financial advisers.
If your financial plan requires the implementation of a financial product, for example a pension or ISA (Individual Savings Account) we believe that being able to select financial products from the whole market is beneficial to our clients.
Our offices are located in Smithbrook Kilns and we work with clients in Wonersh, Bramley, Godalming, Guildford and the surrounding area.
Call the office on 01483 332003 and we can arrange a meeting.
Alternatively, please email firstname.lastname@example.org
Whichever option you choose, we would be delighted to hear from you.
The first meeting is generally quite informal and is your chance to get to know us and we you.
We can’t give advice at that meeting as you haven’t yet formally engaged us and, more to the point, we don’t yet know enough about you to make recommendations.
For these reasons, it wouldn’t be appropriate for us to charge for this first meeting.
In common with all financial planners we charge fees for the work that we do.
We offer a variety of options, which will be explained to you at our initial meeting.
We believe our fees represent excellent value for money, while ensuring the long-term sustainability of our business and consequently our relationship.
All financial advisers and advisory firms in the UK are authorised and regulated by the Financial Conduct Authority (FCA). You can confirm their authorisation by reviewing their entry on the FCA Register.
Furthermore, every financial adviser must hold a valid Statement of Professional Standing (SPS). Issued by an accredited body an adviser’s SPS confirms they are qualified to the required standard and undertake regular continuous professional development to ensure their knowledge is kept as up to date as possible.
You can view a copy of Rupert’s SPS by clicking here.
We welcome clients to our new office in Smithbrook Kilns. The offices are conveniently located a short walk from the car park.
However, if you are unable to get to our office we can also arrange to meet you at your home.
We have a locum arrangement in place with a well-regarded firm of financial planners based locally in Guildford. The same firm that we outsource our administration to, they would provide regulated advice to our clients should Rupert be unable to do so due to accident or illness.