Friendly Wealth Management

Independent Financial Adviser  98 Murray Road, CHERTSEY, Surrey, KT16 0HR
First meeting at adviser's own cost
Chartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
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 & 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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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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Socially responsible investments
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Unit trusts
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Lump sum
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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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Healthcare
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Vincent Cook BA (Hons), Dip PFS
Senior Financial Adviser

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

About us

About us
We are very proud to offer our clients access to Chartered Financial Planners who are qualified and experienced in specialist areas such as Pension Transfers, Retirement Planning, Investment Planning and Tax Planning and more. Chartered Financial Planner status shows the highest and most prestigious level of professional achievement.

Our services

Our services
At Friendly Wealth Management, we are proud to be able to offer independent financial advice. We believe it is important that we are not restricted in any way at the point we recommend a financial solution to you. In order to ensure this we do not have any contractual relationships in place which require us to place business with any particular provider of products or funds as we believe this would compromise our independence and create a conflict of interest when providing advice.

Where to find us
Head office address: 98 Murray Road, Ottershaw, CHERTSEY, KT16 0HR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
9.0/10
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FCA authorised
Last authorised 13th September 2021

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