Arch Financial Planning Limited celebrated its 25th anniversary of providing independent financial advice in October 2014 and is a Chartered Financial Planning company with a great client proposition.
Through our involvement with the Best Practice IFA Group we have the best of both worlds for ourselves and our clients as we remain as an independent company but we have access to systems, facilities and specialisms that would only be available to a very large group.
We offer a client service with regular reviews, and a customer service to those who require a transactional advice service.
We have a strong investment proposition for clients consisting of a series of actively managed risk-rated portfolios, with alternative risk-rated passive and ethical portfolios. These include active monitoring, regular fund selection, automatic rebalancing and information on capital gains. We use online investment platforms extensively.
We provide a pre and post retirement pensions service dealing with SIPPs, annuities and income drawdown.
We provide information to our clients via our occasional email bulletin, MoneyTalk, quarterly emailed investment reports, by giving online access to clients’ investments and policies and a wide range of in-house guides which are included on our actively managed websites.
Arch House, The Common, Cranleigh, GU6 8RZ
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