Financial planning

We are financial planners.

That means we put you before products.

We will start by understanding you; your current financial concerns and challenges, as well as the aspirations and objectives you have for life.

We’ll then put together a financial plan to deal with the short-term issues and deliver your longer-term goals.

Only then will we, if necessary, consider financial products, which is where our independence really benefits our clients.

Local

Our offices are in Smithbrook Kilns.

Our clients tend to live locally, too. In Bramley, Godalming, Wonersh or Guildford.

Our position in the local community is important to us. We know that a reputation is hard won, and easily lost. That’s why we go the extra mile with each and every client.

Personal

All clients get Rupert’s full attention, 100% of the time.

You can also be confident of Rupert’s loyalty to you. You will never be passed to a junior adviser as the business builds.

Furthermore, Rupert concentrates on what he is good at; financial planning. This means outsourcing tasks such as administration allowing him to concentrate fully on the needs of his clients. Delivering a truly personal service to people in the local community.

Independent

We provide independent financial advice.

That means we work for you, with no restrictions placed on us by third parties.

When the financial plan we produce requires a pension, investment or protection solution, we will find the right option from those available in the open market.

Authorised and regulated

We are authorised and regulated by the Financial Conduct Authority (FCA).

That means we must adhere to the FCA’s regulatory framework and regularly provide information about the work we undertake.

All regulated advisers must appear on the FCA Register. You can find our entry by clicking here.