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  11. Pyrford Financial Planning

Pyrford Financial Planning

Independent Financial Adviser  Windfield, Leatherhead, Surrey, KT22 8UG
First meeting at adviser's own cost
If you are planning to retire within the next few years and are nervous around how current markets conditions might impact your desired retirement lifestyle please contact us to arrange a no obligation phone call or online meeting. We are retirement planning specialists and are actively helping to put our potential and current clients' minds at rest and ensure they are able to focus on the things that matter.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Large business
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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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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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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Noel Watson DipPFS, BEng, CQF
Financial Planner

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.

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:

• What impact might the current market falls have on my planned retirement date and/or my desired retirement lifestyle.

• 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?

The first meeting is at our own expense, therefore if you would like a second opinion on your existing finances please get in touch.

We charge you a fee based on the service you require, not how much you have to invest. We believe this is a much fairer way to charge for retirement planning.

Our services

Our retirement planning process is designed to give you clarity and peace of mind and gives you the confidence to life your desired lifestyle without fear of running out of money, even during periods of market upheaval - see "Our Process" on our website.

We offer a refreshing alternative to the traditional financial adviser approach that focuses on selecting 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 and planning for the best way to get there - see "The Value We Add" on our website.

Please book a free 15 minute discovery call to find out more - see our website for more details.

Where to find us
Head office address: Windfield, Leatherhead, KT22 8UG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£1,000,000
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
10/10
phone Show number
check
FCA authorised
Last authorised 10th August 2020

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