The Fundamental Group - Surrey Office

Independent Financial Adviser Riverbride House, Guildford Road, Fetcham, Leatherhead, Surrey, KT22 9AD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
"We exist to have a meaningful impact on our clients, building relationships that promise real mutual reward"
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Craig Chapman CFP™ Chartered MCSI, Chartered Wealth Manager
Founder & Managing Director
Accreditations
Certified Financial Planner
What our clients say
We need our money to be doing something for our future. Fantastic detailed presentation of where we would be financialy in the years to come , also suggested what we should do to have a sound retirement. Everything has been set up for us to view at any time.
Dianne Gibson, Aberdeen
I was looking for particular advice regarding my various Company/Private pensions in light of the new rules. Craig understood the nature of advice I required and after several informative meetings which were very professionally managed we have plotted a way forward. I am now in the process of rearranging my pensions and other financial assets with the aim of increasing my long term benefits and cutting costs. Although in the early stages of this process everything has been handled with great efficiency thus far.
Kevin, Fetcham, Surrey
Where to find us

Riverbride House, Guildford Road, Fetcham, Leatherhead, Surrey, KT22 9AD

Make an enquiry
About us

Welcome to 
The Fundamental Group.

Finding the right advisory team to serve as your trusted adviser is paramount to your future financial well-being.

As Financial Planners, we have the expertise to provide powerful strategic planning that puts our client's wealth to work and delivers upon their vision for life.

With a specialism is working with Business Owners and Families, our team understand both personal and business challenges.

We offer an initial 'Discovery Meeting' for prospective clients at our expense.

Our advisers are Certified Financial Planning professionals and Chartered Wealth Manager qualified.

Our services

We help our clients (in particular Business Owners & Families) identify their vision of how they want their lives to be and work alongside them for the long haul, putting their accumulated wealth to work in helping them lead a meaningful and purposeful life.

Our service comprises of on-going consultation and is not focussed on the arrangement of financial products.

We focus on identifying what it is that truly resonates with our clients, and delivering a plan that inspires action. Our role is to provide the powerful strategic planning that puts their wealth to work and delivers upon their vision.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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