A fresh approach to looking at your financial planning needs . . .
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.
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.
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.
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.
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
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.
Keeping everything Simple, understandable, honest and realistic
Where to find us
Head office address: Station Road, Chessington, Surrey, KT9 1AX
Your home may be repossessed if you do not keep up
repayments on your mortgage.