Our Independent Financial Planners help remove stress about money for people in Cranleigh by offering a clear explanation of your choices and options. As well as answering the all important question 'will I run out of money?', we help you build a plan for the rest of your life. After working hard your entire life, you want to maximise your income in retirement by making smart choices with your pensions and other investments.
If you have worked hard to accumulate wealth, you want to make sure it is invested to meet your chosen goals and in line with your attitude towards investment risk. We provide independent financial advice to make the most of your money in later life & ensure you can continue to afford care fees for as long as necessary.
If you have worked hard to accumulate wealth, you want to make sure it is invested to meet your chosen goals and in line with your attitude towards investment risk. We provide independent financial advice to make the most of your money in later life & ensure you can continue to afford care fees for as long as necessary.
Services
We help people just like you find answers to the big financial questions, making sure you can live a meaningful life as a result. As an award-winning firm of Chartered Financial Planners working in Cranleigh since 1994, we know a thing or two about Independent Financial Planning.
Our team of Financial Planners use their knowledge and experience to deliver impartial and unbiased independent financial advice which will remove stress, bring your goals closer and deliver real financial security.To put a time in the diary for a cup of tea or coffee (and some biscuits) and a chat, please get in touch.
Our team of Financial Planners use their knowledge and experience to deliver impartial and unbiased independent financial advice which will remove stress, bring your goals closer and deliver real financial security.To put a time in the diary for a cup of tea or coffee (and some biscuits) and a chat, please get in touch.
As well as the relationship you will have with your Financial Planner, you will also have a team of experienced individuals working behind the scenes to help you to achieve what you want. We believe in the importance of lifelong learning. Within the Informed Choice team you will find Chartered Financial Planners and Certified Financial Planner professionals: the best in their respective fields.
We answer your important financial questions and provide a service that puts you in control of your financial future. Imagine knowing precisely what your existing financial arrangements are going to do for you. We help you to establish your goals and objectives before identifying just how you might achieve them.
When it comes to fees and charges, you need to be absolutely confident you are getting excellent value for money. We offer all new clients an initial meeting which is at our expense and without any obligation. This can take place at our offices in Cranleigh, at your home or another convenient location.
I'm a Chartered Accountant in practice and have worked with Philip for many years. He has advised on both my personal finances and pensions as well as those of many of my clients. His advice has been of the highest standard throughout. He takes an holistic approach looking at the entire circumstances as relevant and gives practical and sensible insight.
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