Assure Wealth Management Ltd

Independent Financial Adviser Station Road, Chessington, Surrey, KT9 1AX
First meeting at adviser's own cost
Response rating
8.8/10
FCA verified
15th October 2018
A fresh approach to looking at your financial planning needs . . .
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Paul Betts Dip PFS, Cert CII {MP}
Practise Principal
What our clients say
Paul has advised me for many years on many complex areas of financial planning as my own situation has changed over the years - as an entrepreneur, business owner he has helped with a very complex company pension scheme conversion and consolidation, personal pensions, long term investments, life and critical illness insurances and flexible investments. I have always been provided with well explained options and recommendations enabling me to make informed decisions. I would recommend Paul to any individual or business that is seeking informed independent financial advice.
Mr Dunphy, London
I've been working with Paul for just over three years and in that time, he has considerably improved my finances. His attention to detail is excellent and he's been instrumental in stabilising my accounts. He's responsive and efficient and is always cheery and friendly. I trust Paul implicitly to look after my fiances for many years to come and have recommended him to several friends who I know will benefit from dealing with Assure.
Ms S Roedel, Hornchurch
Paul has managed my financial investments for around 8 years and he is also delivering similar services for other members of my family. I have been very impressed by the services offered by Paul. He is trustworthy, approachable, very responsive and professional in all of his dealings with clients. He took time to thoroughly understand my needs to develop a personal financial strategy and his knowledge and experience enables him to recommend the most appropriate investment plans to meet my needs. Paul maintains communication with me throughout the year and regularly monitors and reviews my investment plan and actively manages my investments. I have high levels of confidence that my investments are being managed effectively and efficiently and I would recommend his services to anyone who needs expert financial advice.
Mrs R Barnes, Surrey
I met Paul purely by chance when he worked for another company and I needed to re-mortgage. That was over 14 years ago and since then I have had advice on pensions, investments and more re-mortgaging. He is very good at explaining things and is always patient when I may not understand something first time. He is very passionate about what he does and will never 'sell' something that I don't need. He is very honest and I know that the advice I receive is always excellent. Paul keeps a close eye on my investments, even when I don't realise it and for that I am very grateful. Paul is an extremely reliable individual and I would not use anyone else.
Miss Applegarth, Sunbury
I have known Paul for a number of years and he is a great guy to work with and I have always found him to be helpful, knowledgeable and responsive. I have every confidence in taking up his recommendations for the products that are best for my requirements. First class IFA
Mr Frost, Sidcup
Where to find us

Station Road, Chessington, Surrey, KT9 1AX

Contact us
About us

At Assure Wealth Management we have been advising individuals and families for over 20 years.
Believe it or not financial advice is not just about money, this is about all aspects of your life. Money is just one of the tools in the box in achieving what you want with the time you have. A financial adviser is key for those life changing moments, all those milestones where your priorities change and you need to rethink. Getting married, first home, new baby, retirement planning, setting money aside for the future, moving house or extending your existing property and retiring. We can advise you on the things you’d expect, including Mortgages, Pensions and Investments, but we can also discuss your bigger ambitions and help you achieve these through your finances.

Our services

Keeping everything Simple, understandable, honest and realistic

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000

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