We are a local chartered financial services company offering independent advice through our team of highly experienced advisers. We pride ourselves on our client relationships and on the quality of our independent tailored advice and high level of service. The majority of our new clients are referred to us by our existing clients who have already enjoyed our friendly efficient approach when dealing with their financial needs and aspirations.
How we workWe take time to get to know your current financial position and what your financial needs and objectives are over the short, medium and long term. We work closely with you to provide clear recommendations designed to help you meet your needs and objectives. We monitor any recommendations over the short, medium and long term to ensure they remain relevant and make changes if and when required.
How we workWe take time to get to know your current financial position and what your financial needs and objectives are over the short, medium and long term. We work closely with you to provide clear recommendations designed to help you meet your needs and objectives. We monitor any recommendations over the short, medium and long term to ensure they remain relevant and make changes if and when required.
Services
Condy Mathias - Chartered Financial Planners is the trading name of Condy Mathias Financial Planners Ltd. Condy Mathias Financial Planners Ltd is Authorised and Regulated by the Financial Conduct Authority. If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request.
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