Fish Financial Ltd

Independent Financial Adviser  Fish Financial Ltd, Surrey, Farnham, GU9 7PT
First meeting at adviser's own cost
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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ISA / Unit Trusts / OEICs
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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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Savings for children
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School fees planning
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Critical illness
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Healthcare
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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 life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Ian Colley ACMA DIPFS MIFP
Director

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

About us

Fish Financial are a highly regarded wealth management firm that provide proactive financial planning advice to HNW clients. We understand the importance of combining investment, tax and cashflow planning advice, and also that an ongoing attentive review service is crucial to delivering desired client outcomes.

Our Team, currently 13 strong, comprise chartered financial planners, paraplanners, operational and admin staff, a tax adviser, and qualified financial advisers.

Our services

Financial Planning, Cashflow Modelling, Investment advice, Tax planning

Where to find us
Head office address: Fish Financial Ltd, Gostrey House, Union Road, Surrey, Farnham, GU9 7PT
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
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
7.0/10
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FCA authorised
Last authorised 16th November 2020

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