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  11. Pyrford Financial Planning

Pyrford Financial Planning

Independent Financial Adviser  Windfield, Leatherhead, GU34 3NR
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.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Traded endowment policies
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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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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Stockbroking services
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Sharia finance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Noel Watson
Retirement Planning specialist

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

Jenni Macdonald-Sykes
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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
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
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
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
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: Windfield, Leatherhead, GU34 3NR
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:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
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FCA authorised
Last authorised 1st March 2021

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