Chobham Wealth Management

Independent Financial Adviser  Unit C3, GU24 8HX
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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SIPPs
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Stakeholder
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Wealth management
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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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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Group risk
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
John Fahy Dip FP, Dip PFS

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

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

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.

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

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

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

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

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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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