Weybrook Financial Management Limited

Independent Financial Adviser  13 Longmead, Surrey, Guildford, GU1 2HN
Chartered Financial Planner
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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Buy my next home
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Buy to let
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Equity release
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Stockbroking services
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Peter Grant APFS, CERTS CII (MP & ER)
Director

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

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Accreditations
Chartered Financial Planner
About us

Weybrook Financial Management is an established local company providing a friendly and professional service to local businesses and individuals.

Flexible appointments are available and we pride ourselves on the quality of ongoing service we provide to our clients.

Our services

Pension specialist by qualification.

Where to find us
Head office address: 13 Longmead, Surrey, GU1 2HN
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021

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