Walpole Financial Management is a firm of Chartered Financial Planners, based in Surbiton, Surrey, that provides Financial Planning services to clients throughout the UK. Our five highly qualified Financial Planners bring over 100 years of experience, with a clear focus on longevity and the provision of long-term advice and management.
The company is a proud holder of the Chartered Financial Planners title, which is awarded by the Chartered Insurance Institute (CII). This status is restricted to firms that have the highest level of professional qualification and which adhere to the strictest ethical principles.
The company is a proud holder of the Chartered Financial Planners title, which is awarded by the Chartered Insurance Institute (CII). This status is restricted to firms that have the highest level of professional qualification and which adhere to the strictest ethical principles.
Services
Walpole Financial Management puts a premium on simplicity. We have extensive experience and the ability to deal with complex situations - but try hard not to create them. Our primary objective is to provide and implement recommendations that are tailored to each individual. The company is fully independent, with access to the entire marketplace without restriction.
A person will work, save and invest in the hope that they have sufficient income and adequate capital to live the lifestyle they desire and, if necessary, provide for others. The questions people often ask themselves are 'How do I know how I'm doing?' and 'Do I have enough?' Fear of getting it wrong and the implications of doing so can often cause great concern.
At the core of an effective Financial Plan is the management of assets. Ensuring the efficiency of risk, return, tax and administration of each clients' assets is essential to meeting their specific financial aims. Walpole Financial Management specialises in the formulation and management of bespoke investment portfolios to suit all investor types.
It is essential that our clients consider our services to be good value. All fees are quoted before the commencement of services, allowing the client to decide whether they wish to proceed without pressure or obligation. In the majority of circumstances, a fixed fee is agreed for initial analysis, reporting and the completion of transactions.
It is important to consider the criteria your adviser must meet prior to committing to their service and accepting their advice. Your adviser should act as your agent and every action taken should be to your sole benefit. Your adviser should have no conflicts of interest, no contractual ties and no restriction as to the products that can be provided.
Reviews (1)
Steve Price
Nov 29, 2015
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