Bramley Financial Planning

Independent Financial Adviser  Bramley financial planning, Godalming, Surrey, GU7 3HJ
First meeting at adviser's own cost
Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.1/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Rupert Miller DipPFS CertCII
Independent Financial Adviser

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

What our clients say
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
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
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
About us

We are Financial Planners based in Smithbrook Kilns, Bramley

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

Where to find us
Head office address: Bramley financial planning, Godalming, GU7 1XW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 10th August 2020

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