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Why planning for the unexpected is important in retirement

During your working years, you may have actively planned for the unexpected. Perhaps you set aside some of…

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What should you consider when weighing up your investment risk profile?

One of the key decisions you need to make when investing is how much investment risk you want…

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Three things to know about sustainable investment

Are you planning to grow your investment portfolio this year? Are you interested in incorporating your ethics into…

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Matching saving goals with products crucial for maximising returns

As interest rates remain low and the cost of living continues to rise, it’s important to get the…

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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
News - Bramley Financial Planning

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

Cookie policy    Privacy policy

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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