Whitman Fry Wealth Management Limited

Independent Financial Adviser  80 Coombe Road, New Malden, Surrey, KT3 4QS
check
FCA authorised
Last authorised 7th June 2021
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Meet our advisers
MR Alex Whitman DipPFS
Director
MISS Alison Fry DipPFS
Director
About us

We provide bespoke financial planning to private individuals, trustees and business owners. We work in partnership with our clients to provide advice in a range of areas including retirement planning, estate planning, savings and investments. Our mission is to provide advice with integrity, trust and excellent service. We work closely with professional contacts to provide clients with tailored advice. We are actively involved in charitable work within the community.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

80 Coombe Road, New Malden, Surrey, KT3 4QS

Similar advisers near you

Independent Financial Adviser 0.28 mi
We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future.
 
Restricted - whole of market 0.32 mi
A chartered Financial Planner & Pensions Specialist based in Haslemere, I work with clients in Surrey, Hants, London and further afield. I hold the relevant permissions to advice on final salary schemes and offer a friendly initial chat and capped fees.
 
Independent Financial Adviser 0.73 mi
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.
 
Independent Financial Adviser 1.1 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.