Friendly Wealth Management
98 Murray Road, Ottershaw, Chertsey, KT16 0HR Directionshttps://www.yell.com/biz/friendly-wealth-management-chertsey-901636717/#view=map
Why Choose Us?
Experienced and qualified financial planners
At Friendly Wealth Management, we aim to build long-term and trusted relationships with our clients. We achieve this by committing sufficient time and attention in order to fully understand your goals and your objectives. We always explain and help you understand the complexities of financial matters so that you can be confident and comfortable in making financial decisions.
We are proud to be able to offer independent financial advice. We believe it is important that we are not restricted in any way in recommending a financial solution to you. In order to ensure this, we do not have any contractual relationships in place which would require us to do business with any particular provider of products or funds - we believe this would compromise our independence and create a conflict of interest when providing investment and pension advice.
Call us today for a free quote.
Products & Services
Regular review meetings
Regular policy valuations
Fact find information update
Assessment of your portfolio
Attitude to risk assessment
Investment funds/strategy research
Investment performance report
Capital gains tax calculation
Pension transfer specialist
Independent Financial Advisers
Income Protection Insurance
- Personal Finance Society
- Financial Planning, Diploma (Chartered Insurance Institute)
I would highly recommend Friendly Wealth to anyone seeking future financial planning, the advice and customer service has been exemplary with proven results.