Friendly Wealth Management

98 Murray Road, Ottershaw, Chertsey, KT16 0HR Directions

Tel 01753 653331
   Closed today Open Monday 09:00 - 17:00

Why Choose Us?

Free Consultation
Fully Compliant
Expert Advice

Business overview

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

Policy administration

Portfolio rebalancing

Capital gains tax calculation

Paraplanner support

Pension transfer specialist

Financial Planning

Independent Financial Advisers

FCA Regulated

Financial Consultants

Income Protection Insurance

Investments

Life Insurance

Pensions

Tax Planning

Credentials

Associations

  • Personal Finance Society

Qualifications

  • Financial Planning, Diploma (Chartered Insurance Institute)

Reviews

Retirement Planning

5
I had several pension pots floating around throughout my career and Friendly Wealth and my advisor, Vincent Cook, have helped consolidate these four years ago. I have seen a significant growth in my plan since and so far exceeded my expectations.

I would highly recommend Friendly Wealth to anyone seeking future financial planning, the advice and customer service has been exemplary with proven results.
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Professional financial support

5
We have used Friendly Wealth for many years and have always found our IFA, Vince Cook, to be very friendly, helpful, professional and above all, knowledgeable. He continues to assist and support us greatly with our financial affairs always giving us clear and concise advice during our regular meetings.
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Excellent customer service!

5
The support and advice we’ve received from our advisor has been extremely helpful and it’s been easy to understand our options. Always personable, friendly and knowledgeable with up to date information. This enables us to plan our future with confidence especially knowing we can reach out at any time. Would highly recommend!
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Highly recommended

5
Highly recommended. Vincent Cook has been my financial advisor for a few years. Very easy to deal with and very helpful in all matters.
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Professional approach with personal sensitivity

5
Vincent has been my financial advisor for approximately seven years, both prior to and within the current iteration of FWM. The focus has been particularly on my savings and investments. His professionalism and support through a range of changes in my personal circumstances has provided me with confidence, and secured a great respect for his approach and ability both now and for the future. He has always been sensitive to my personal perspectives, while providing clear analysis and explanation of options and choices, as well as exploring scenarios for potential future changes. I can highly recommend him to anyone seeking financial advice.
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