Bramley Financial Planning

Independent Financial Adviser 62a Smithbrook Kilns, Surrey, Cranleigh, GU6 8JJ
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
15th October 2018
Local independent pensions expert. Help with retirement needs. Making a positive difference to your retirement plans.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Rupert Miller DipPFS CertCII
Independent Financial Adviser
Accreditations
Certified Financial Planner
What our clients say
Rupert’s move to Smithbrook Kilns recently has made it very easy for me to see him from my home in Bramley. We normally meet twice a year. Rupert helped me with a Final Salary pension I had with my previous employment. My health has been poor, I am divorced and I also wanted to retire early. Rupert took a lot of time to look at the options available to me. The decisions have given me far more freedom and a great understanding of my pension and finances. I find Rupert very easy to talk to and straight talking.
David Jones, Wonersh
I first saw Rupert at Bramley Financial Planning, as I was nearing retirement. I had a number of pensions that I wanted to condense. Rupert spent his time analysing these pensions, to check there were no shocks, such as guarantees. We then went over what my options were for income in my retirement, and how best the pension was to be invested. Rupert was very thorough and a delight tot deal with. We spoke regularly during the first months of my retirement, and I know he will always be at the end of the phone for me.
Chris Jenkins, Godalming
I was about to go through a divorce, and Rupert helped me engage with other professionals that were very helpful. With the Solicitor and Rupert, I found this time much easier than it could have been. We have met regularly, and my financial plan has changed many times over the years, given my changes in circumstances. Rupert has been very patient with me. I have recommended Rupert and Bramley Financial Planning to friends.
John Docherty, Shalford
Where to find us

62a Smithbrook Kilns, Surrey, Cranleigh, GU6 8JJ

Contact us
About us

We are Financial Planners based in Smithbrook Kilns.

We help people in Bramley, Wonersh, Godalming, Guildford and the surrounding area plan their retirement.

Typically, we advise people who:

• Are hoping to retire soon
• Want to finish work now
• Have already retired

We also work with those who have inherited money, wish to review their investments, or simply want a financial plan to ensure they achieve their goals in life.

Using our experience, knowledge and skills we will help you make sense of retirement, creating a financial plan to deliver the life you want.

We are financial planners. That means we put you before products.

We will start by understanding you; your current financial concerns and challenges, as well as the aspirations and objectives you have for life.

We’ll then put together a financial plan to deal with the short-term issues and deliver your longer-term goals.

Only then will we, if necessary, consider financial products, which is where our independence really benefits our clients.

Our services

We are financial planners: That means we put you before products.

Local: Our offices are in Smithbrook Kilns. Our clients tend to live locally, too. In Bramley, Godalming, Wonersh or Guildford.

Personal: All clients get Rupert’s full attention, 100% of the time.

Independent: We provide independent financial advice. That means we work for you, with no restrictions placed on us by third parties.

Specifically, we provide independent financial advice on:

• Pensions
• Investment planning and portfolio management
• Pre and post-retirement
• Inheritance Tax Planning
• Savings and Investments
• Trusts

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)
£100,000
Minimum pension value
£100,000
Compliance

Bramley Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA).

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