Arch Financial Planning Ltd

Independent Financial Adviser  Arch House, Cranleigh, Surrey, GU6 8RZ
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FCA authorised
Last authorised 20th January 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
David Lemar CertPFS
Independent Financial Adviser
Rick Callaghan Mr
Independent Financial Adviser
Joe Triccas FCII
Independent Financial Adviser
Arthur Childs FCII, FPFS, FPMI, CFP
Managing Director
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
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    Face to face

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

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