Culverhouse Financial Planning Ltd

Independent Financial Adviser  7 High Street, Tatsfield, Surrey, TN16 2AH
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection 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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
John Culverhouse
Chartered Financial Planner
Claire Wise
Independent Financial Adviser

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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
All my dealings with John and his team over the years have been thoroughly professional. I am kept up to date with changes in financial and tax legislation relating to my particular circumstances and new financial products that may be of interest to me. The team are proactive in making sure they fully understand my circumstances as they change and how my evolving needs may best be met.
K Short, Coventry
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.
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Where to find us
Head office address: 7 High Street, Kent, BR6 7BQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 14th September 2020

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