We have over 30 years experience of providing independent financial advice to both businesses and individuals and over this time we have learnt from experience who we work best with and where we are able to add most value:-
Business Owners – All business owners whether Sole Proprietors, Partnerships or Limited Companies.
Private Clients – Individuals who have built up wealth and are typically close to retirement, enjoying retirement or have inherited wealth.
Wealth Accumulators – Individuals who are looking to build wealth from their income stream.
Trustees –Individuals responsible for managing trust and charity assets for the benefit of others.
We take a long term approach to financial planning, building lasting relationships with our clients which enable us to provide them with advice that matches their goals and aspirations, and a service of the highest possible quality.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered as a limited company in England & Wales No. 7208672 Registered office: 15 Victoria Place, Carlisle, Cumbria, CA1 1EW