Arch Financial Planning Ltd

Independent Arch House, The Common, Cranleigh, Surrey, GU6 8RZ
FCA verified
28th October 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
David Lemar CertPFS
Independent Financial Adviser
adviser-person
Rick Callaghan Mr
Independent Financial Adviser
adviser-person
Arthur Childs FCII, FPFS, FPMI, CFP
Managing Director
adviser-person
Joe Triccas FCII
Independent Financial Adviser
adviser-person
Mark Taylor DIPPFS
Independent Financial Adviser
Where to find us

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

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.

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