To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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:
• Investment planning and portfolio management
• Pre and post-retirement
• Inheritance Tax Planning
• Savings and Investments
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.