Butler Toll Ltd
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
22 Wheatley House, Tangley Grove, Roehampton, London, SW15 4DP
Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.
We specialise in providing strategic financial advice and asset management services for private investors, business owners, senior executives and trustees.
Where necessary – in areas such as wills, complex estate and trust planning or residential and commercial mortgages – we work closely with independent specialists to ensure that clients obtain professional advice on all aspects of their finances. We also work with clients’ existing professional advisers where appropriate.
The key to a successful financial plan is keeping your finances under regular review; often, as your circumstances change, your financial plans need updating. That’s why we firmly believe in building on-going relationships with our clients (many of whom have been with us for 25 years +) and specialise in providing a highly personalised service supported by experienced financial advice.
Our dedicated in-house investment team has a wealth of experience in economics and financial markets, which means that we can offer you a range of actively managed portfolios designed to meet your requirements.
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