Chevening Financial Ltd

Independent Financial Adviser Pyrford Woods Cl, Woking, GU22 8QN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
8th July 2019
We are retirement planning specialists. If you are planning for, at, or in early retirement, we help people like you.
We can advise you on
    • Employee benefits
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Mortgage protection
    • Overseas
    • Remortgage
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
Meet our advisers
Noel Watson DipPFS, BEng
Independent Financial Adviser
What our clients say
When we decided to work with a new financial adviser we knew that we wanted to find someone who would understand and appreciate our short, medium and long term goals. From the very first meeting it was clear that Noel's main objective was to help us meet ours. We spent time establishing our objectives and the best way to achieve these. In the process of building the plan Noel identified several areas that should be addressed which increased our net income in the short term and in the long term would enable us to achieve our goals. These areas had been overlooked by a previous adviser. We now feel reassured that we have a robust plan in place alongside a vision for our financial future.
Mr and Mrs H, Surrey
Where to find us

Pyrford Woods Cl, Woking, GU22 8QN

Make an enquiry
About us

Based in Pyrford we provide high quality retirement planning to help our clients achieve their life goals.

We'll help you answer key questions that you may have such as:

Do I have enough money to retire now? If not now, when?

How can I use my savings and investments to produce a sustainable income for the rest of my life?

The initial meeting is usually face to face and is at our expense. At the end of the meeting we will know if we can add value to your situation. If so, and if we are both happy to work together we will give you a fee quote showing how much the work will cost should you choose to proceed.

Our True Wealth Management process, as described below, typically takes 2-3 months and during this time we will have regular online meetings where we continue to build on your objectives, analyse current and future estimated expenditure and build out your financial master plan using market-leading software.

Once the process is complete you will know where you stand, what changes you may need to make and we will also discuss how we can keep you on target to achieve your objectives.

Our services

Our process described below is designed to help our clients achieve and maintain their desired lifestyle without fear of running out of money, thereby providing clarity and peace of mind.

• Life planning:
Where are you now?
How did you get to where you are?
What sort of lifestyle do you want to achieve now and in the future?

•Financial planning: We build a financial master plan, identifying what resources will be required now and in the future to deliver your desired lifestyle.

•Traditional IFA role: We engineer a solution to deliver the plan, making investments where required.

Advice methods
  • phoneButton
    Telephone
  • 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
Minimum mortgage value
£500,000

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