Chobham Wealth Management

Independent Financial Adviser Unit C3, Fairoaks Airport, Chobham, Surrey, GU24 8HX

First meeting at adviser's own cost

Response rating

10/10

19th November 2018

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group life insurance
- Group pensions
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

John Fahy Dip FP, Dip PFS

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Where to find us

Unit C3, Fairoaks Airport, Chobham, Surrey, GU24 8HX

About us

Chobham Wealth Management has been established for 7 years but as a financial adviser I have over 25 years experience in the personal and B2B advice sectors. I offer a comprehensive and personal service and work on a fixed fee or hourly rate basis. All costs will be discussed at your first meeting, which will be free of charge.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group life insurance
- Group pensions
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£500,000

Minimum pension value

£500,000

Website

Contact options

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