Financial Framework Wealth and Estate Planning Ltd

Independent Financial Adviser  Wellington Way, Weybridge, Surrey, KT13 0TT
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FCA authorised
Last authorised 14th September 2020
More and more these days, it takes a certain level of skill and a deep understanding on all the options to make the most of your financial position. The days where people had investments looked after by one business, their pension with another and a range of other services by someone else are all but over.  We believe that the best approach to maximising your financial position comes from working with someone who can provide truly holistic advice across everything.  The best advice, and thus the best outputs, we believe, come from working with people who intrinsically understand every element of your financial position to help you make the most appropriate decisions.
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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Offshore investments
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Socially responsible 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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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Corporate pension
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Employee benefits
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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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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Simon Jones
Simon Jones
About us

We provide the financial framework you'll need to stay in control of your planning throughout your life. The path to financial security isn't an easy one to walk on your own. We listen to you and understand your aspirations. Then we’ll help make them happen by explaining all the options available, enabling you to make an informed decision.

Our services

We offer a range of financial services including investment advice, wealth management, retirement planning, tax planning and intergenerational financial planning through the use of Trusts and tax planning tools. We offer advice to individuals and businesses.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
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    Face to face
Compliance

Financial Framework Wealth & Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate will writing, taxation and trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 843450 at <url hidden>.

Wellington Way, Brooklands Business Park, Weybridge, Surrey, KT13 0TT

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