Independent Financial Adviser
Church Street, Esher, KT6 4DL
First meeting at adviser's own cost
If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
I had been searching for a good while for a financial adviser. I had already talked to several who all seemed rather spivvy with all sorts of grandiose schemes when Noel responded to my request on Unbiased. After our first meeting I knew I had the right man. Noel was clear and concise about what he could do and how he would go about it. There were no unrealistic promises or byzantine fee structures. Noel helped me work out what I wanted to do and what I needed to do to achieve it. Once we got into the detail Noel managed to find a lot more funds than I knew I had. Noel consolidated all my different pensions from various sources and devised a clear investment plan that was realistic and easy to understand. Noel continues to manage it all and give advice when needed without pressure or badgering me to take on new investments. I was very fortunate to find Noel and benefit from his practical and expert advice.
Mr H, Battersea, London
I had 4 pension funds with 2 pension companies which were due to mature. Having battled with both companies for several months and got very frustrated with their poor communication, inefficiency, obfuscation and obstruction, I handed the task over to Noel.
He was brilliant and persevered when he came up with the same problems, which also frustrated him. I am confident that I have done much better financially with Noel’s help than if I’d just taken the easy option, given in and stuck to what pensions the companies were offering me.
I admired Noel’s determination and also his efficiency. He kept me informed and knew to contact me on key dates, without me having to chase him. He was a pleasure to do business with as he was professional but also friendly and unstuffy. I would recommend him.
Miss J, Woodham, Surrey
When we decided to work with a new financial adviser we knew that we wanted to find someone who would understand and appreciate our short, medium and long term goals.
From the very first meeting it was clear that Noel's main objective was to help us meet ours. We spent time establishing our objectives and the best way to achieve these.
In the process of building the plan Noel identified several areas that should be addressed which increased our net income in the short term and in the long term would enable us to achieve our goals. These areas had been overlooked by a previous adviser.
We now feel reassured that we have a robust plan in place alongside a vision for our financial future.
Mr and Mrs H, Knaphill, Surrey
When my company pension web page pointed me towards <url hidden>, I expected a bit of advice regarding my options on the closure of a pensions scheme.
What I got instead from Noel was much better. He helped me to take a proper in-depth look at my finances and my retirement goals, and to plan ahead much more constructively.
I wish I had found this service before – I think, like many people, I had kept my head in the sand and hoped that everything would work out alright, but now I feel much more confident that I’m on the right track, that what I want to do is achievable, and that my future is as secure as it can be in this era of uncertainty.
J.W.Davis, Ottershaw, Surrey
About us
We provide high-quality retirement planning to help our clients achieve their retirement goals.
We'll help you answer key questions that you may have such as:
• Do I have enough money to retire now? If not now, when?
• How do I optimise lifetime taxation?
• How can I use my savings and investments to produce a sustainable income for the rest of my life?
• What should I do with an inheritance I've received?
• Can I afford to gift to my children/grandchildren while still maintaining my lifestyle?
There is no charge for the first meeting which can be conducted either face to face or over Zoom/Skype etc.
If you would like a second opinion on your existing finances or would like to receive a complimentary copy of our book: "Planning for retirement: Your guide to financial freedom" please feel free to get in touch.
Our services
We are retirement planning specialists and our tried and tested process is designed to give you clarity and peace of mind, giving you the confidence to live your desired lifestyle without fear of running out of money, even during periods of market upheaval.
We offer a refreshing alternative to the traditional financial adviser offering that focuses on "managing your money" and visits you once a year to give you an update on your investments.
Our clients tell us that the vast majority of the value we provide is helping them build a picture of what lifestyle they want in their retirement, planning for the best way to get there and ensuring they stay on track.
Please book a free 15-minute discovery call to find out more.
Where to find us
Head office address: Church Street, Esher, KT6 4DL
Walpole Financial Management is a firm of Chartered Financial Planners, based in Surbiton, Surrey, providing Financial Planning services to clients throughout the UK. Our five highly qualified Financial Planners bring over 100 years of experience.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Our purpose is to help clients make intelligent money choices.
We're independent and all our initial discovery meetings and analysis are without charge.
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