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Why you should consider involving your family in your financial plan

When you consider your financial plan, who do you involve? Often, it’s done independently or with a partner,…

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5 reasons you need to write a will (and keep it up to date)

Half of the adults in the UK don’t have a will. While you may have a reason for…

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Why you need to complete an expression of wishes alongside your will

You may have thought about who you’d like to benefit from your assets when you pass away and…

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Consolidation: Why it could help you beat the challenge of keeping track of pensions

Your pension might not be something you think about often. Unlike your current account or even ISA, it…

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What do our clients have to say?

I first saw Rupert at Bramley Financial Planning, as I was nearing retirement. I had a number of pensions that I wanted to condense. Rupert spent his time analysing these pensions, to check there were no shocks, such as guarantees. We then went over what my options were for income in my retirement, and how best the pension was to be invested. Rupert was very thorough and a delight to deal with. We spoke regularly during the first months of my retirement, and I know he will always be at the end of the phone for me. Chris Jenkins
I was about to go through a divorce, and Rupert helped me engage with other professionals that were very helpful. With the Solicitor and Rupert, I found this time much easier than it could have been. We have met regularly, and my financial plan has changed many times over the years, given my changes in circumstances. Rupert has been very patient with me. I have recommended Rupert and Bramley Financial Planning to friends. John Docherty
Rupert’s move to Smithbrook Kilns recently has made it very easy for me to see him from my home in Bramley. We normally meet twice a year. Rupert helped me with a Final Salary pension I had with my previous employment. My health has been poor, I am divorced and I also wanted to retire early. Rupert took a lot of time to look at the options available to me. The decisions have given me far more freedom and a great understanding of my pension and finances. I find Rupert very easy to talk to and straight talking. David Jones
» NewsBramley Financial Planning » Page 10

Bramley Financial Planning provides independent financial advice in Bramley, Godalming, Wonersh, and Guildford.

Contact

01483 608602

rupert@bramleyfinancialplanning.co.uk

Location

62a Smithbrook Kilns,
Cranleigh,
Surrey
GU6 8JJ

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Bramley Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA). You can find Bramley Financial Planning on the FCA register by clicking here. Registered in England & Wales. Company number: 09351340. Registered Office: 62a Smithbrook Kilns, Cranleigh, England, GU6 8JJ.

The FCA does not regulate tax planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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