Financial planning for you and your business

Armstrong Watson Financial Planning and Wealth Management is our independent financial advisory division.  Our highly qualified and experienced advisors have the expertise to help  develop a clear financial strategy that can evolve and grow with your business or personal financial needs.

We are proud to be Chartered Financial Planners and recognised by the Chartered Insurance Institute (CII) as an organisation that demonstrates significant commitment to an overall standard of excellence and professionalism.

Visit the Armstrong Watson Financial Planning and Wealth Management website.

Financial Planning for you

We believe that financial planning is an ongoing relationship where we can support and help you to achieve your goals in life. Our approach is to step into our client’s shoes and see your personal situation from your perspective. This allows our advisors to gather a clear understanding of your aspirations and helps us shape our advice to provide an effective, and most importantly, a personalised planning service to all our clients.

Financial Planning for your business

No two businesses are the same and whilst there may be some similarities, just like people, each situation is unique. The challenge is how you identify what the right strategy for your business is and this is where our advisors can work with you to ensure that you have a focussed plan as we understand the challenges that businesses face.

Financial Planning for Trustees and Charities

Our advisors understand the complexities you face when meeting legislative duties and can provide you with professional advice to support you in carrying out your duties effectively as a Trustee or a Charity.

How do you identify what the right strategy is for you?

There’s a range of financial solutions now available and information can be accessed far more easily with just the touch of a button. Our advisors can work with you to ensure that you have a strategy and a plan focussed on achieving your goals and aspirations.

Our usual approach is to arrange an initial meeting which will be covered with our compliments. This will enable our advisors to assess how well we have understood your needs and requirements and be very clear on how it is that we are able to help you to achieve your goals.

We operate on a no surprises philosophy, so prior to starting any work; we will agree our fees with you. You can read about our advice process on our website which you can visit here: http://www.armstrongwatsonfp.co.uk/our-advice-process.

What our clients say

Get in touch

To find out more about how we can help you or your business, call us on 0808 144 5575 and speak to a member of our team. Alternatively use our contact form to send us a message or arrange a callback.

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW