Culverhouse Financial Planning Ltd

Independent Financial Adviser 7 High Street, Farnborough Village, Kent, Orpington, BR6 7BQ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
24th June 2019
We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Claire Wise DipPFS
Independent Financial Adviser
John Culverhouse FCA, FPFS, ACSI
Director
Where to find us

7 High Street, Farnborough Village, Kent, Orpington, BR6 7BQ

Make an enquiry
About us

We are a small, privately owned firm awarded with the prestigious Chartered Financial Planners designation, the profession's gold standard for firms of financial planners. This confirms we have satisfied rigorous criteria relating to professional qualifications, continuous professional development and ethical good practice. For many years we have been working closely with our clients providing added value solutions to their financial plans. We recommend an initial meeting to discuss the optimum way to help you achieve your goals in accordance with your attitude to risk. We will explain our financial planning process and fees and seek your approval before proceeding. Services provided include: family protection, pension planning, savings and investments, tax planning, cash flow modelling, long-term care planning, estate planning.

Our services

We combine our experience with a proactive approach; always looking to add value to you and your business. We take time to learn about your current situation, goals and aspirations, then we can assist you in planning for the future.

We always personalise our working relationship, so that we are working with you in the way that best suits you, at the pace that you find most comfortable.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Compliance

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

Similar advisers near you

Independent Financial Adviser 1.95 mi
Friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
 
Independent Financial Adviser 2.41 mi
Independent Financial Planning for families, retirees, widows, divorcees and business-owners; helping people use their money as a tool for happiness.
 
Financial Adviser (Restricted Whole of Market) 2.61 mi
Many of my clients have been clients since the early 1990's which hopefully is a testament to my beliefs.
 
Independent Financial Adviser 2.61 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells