1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Surrey
  8. breadcrumb-arrow
  9. Cranleigh
  10. breadcrumb-arrow
  11. Arch Financial Planning Ltd

Arch Financial Planning Ltd

Independent Financial Adviser  Arch House, Cranleigh, Surrey, GU6 8RZ
check
FCA authorised
Last authorised 29th March 2021
An award winning Chartered Financial Planning IFA company using online investment platforms and model portfolios for your investments and pensions
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group Pension/Stakeholder
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
Long term care
Meet our advisers
MR David Lemar CertPFS
Independent Financial Adviser
MR Rick Callaghan Mr
Independent Financial Adviser
MR Joe Triccas FCII
Independent Financial Adviser
MR Arthur Childs FCII, FPFS, FPMI, CFP
Managing Director
MR Mark Taylor DIPPFS
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Arch House, The Common, Cranleigh, Surrey, GU6 8RZ

Similar advisers near you

Flying Colours
Independent Financial Adviser 0.38 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
See profile
Anderson Sinclair & Co LLP
Independent Financial Adviser 0.86 mi
A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investments and Pensions.
 
See profile
Bramley Financial Planning
Independent Financial Adviser 0.86 mi
Now back taking face to face meetings. Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
 
See profile
Bramley Financial Planning
Independent Financial Adviser 3.92 mi
Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
 
See profile