Based in Farnborough Village, Orpington, Kent we combine our experience with a proactive approach; always looking to add value to you and your business. Culverhouse Financial Planning Ltd and Culverhouse & Co Ltd are proud to have chosen to commit to the Charter of the Financial Vulnerability Taskforce which outlines how professionals should support customers in vulnerable circumstances.
Culverhouse & Co have assisted us in retirement planning. In particular, with the recent changes in the law regarding pensions, the Culverhouse team's advice has been professional, efficient and fully comprehensible. We value their services highly. The myth: 45% of customers believe advisers are only interested in selling them something*.
Culverhouse & Co have assisted us in retirement planning. In particular, with the recent changes in the law regarding pensions, the Culverhouse team's advice has been professional, efficient and fully comprehensible. We value their services highly. The myth: 45% of customers believe advisers are only interested in selling them something*.
Services
Founder of Culverhouse & Co, John is passionate about really understanding people & their businesses and offering proactive accountancy & financial planning advice; allowing businesses to grow and life ambitions to be realised. In his spare time he is most commonly found on the squash court or enjoying time with his family.
Please note we have changed our working practices and our systems are such that we are fully compliant with current UK Government guidelines. You can still call us on the office number and use the same email addresses. We will offer a telephone call/conference call or Zoom/Skype meeting in place of face-to-face meetings.
The Personal Finance Portal is a revolutionary new app that enables you to see your complete financial picture in seconds, at a time and place to suit you. Accessible online 24/7 across desktops, laptops and mobile devices, Personal Finance Portal gives you access to your long-term savings and investment information in an easy to use online format.
Personalised advice from Independent Financial Advisers, helping you live your life the way you want to live it. Whether there's been a change in your financial or personal situation or if you've just decided you'd like to start your financial planning journey, our approach is the same. We want to understand your plans, hopes and dreams just as much as your financial situation.
We take time to understand your situation and aspirations. Typically this includes an initial conversation during which we will clearly explain how we charge for our services. We'll gather information from you and your current providers about your financial situation and create a Fact Find document.
Reviews (1)
Christopher Shaw
Jun 18, 2020
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