Assure Wealth Management Ltd

Independent Financial Adviser  Station Road, Chessington, Greater london, KT9 1AX
First meeting at adviser's own cost
A fresh approach to looking at your financial planning needs . . .
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 to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
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
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
9.1/10
check
FCA authorised
Last authorised 24th February 2020
Meet our advisers
Paul Betts Dip PFS, Cert CII {MP}
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
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
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
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'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 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
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

Where to find us

Station Road, Chessington, Surrey, KT9 1AX

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.1/10
check
FCA authorised
Last authorised 24th February 2020

Similar advisers near you

Independent Financial Adviser 0.86 mi
Reducing the complexities of financial planning through clear, professional and informed advice.
 
Independent Financial Adviser 1.15 mi
Independent, Chartered planner helping people who are approaching retirement, retired, in later life or business owners.
 
Independent Financial Adviser 1.44 mi
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
 
Restricted - whole of market 1.82 mi
Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.