Financial Planning & Wealth Management

Financial advice and planning for you and your business

Armstrong Watson Financial Planning and Wealth Management is our independent financial advisory division. Covering all of our offices, our highly qualified and experienced advisers 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.

Read about our approach to Financial Planning & Wealth Management

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.

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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.

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Financial Planning for Trustees and Charities

Our advisers 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.

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Mortgages For You

We've teamed up with L&C, one of the UK's leading fee free mortgage brokers, to offer you expert advice on the right mortgage deal. Whether you're buying a new home, remortgaging to a new deal or buying an investment property, L&C can help and you'll pay no fee for their advice.

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Call NOW to speak to one of our Financial Advisers

Call: 0808 144 5575

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 Financial advisers 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

Resources

Introducing Financial Planning & Wealth Management

Find out about our services and our approach

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Our Ongoing Review Service

Find out what our ongoing review service means for you

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Free Pension Options

Pension changes mean new options at retirement and the choices can be bewildering. Great care should be taken. Click here for your free essential guide to the new Pension Freedoms.

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Key contact

David Squire

Partner, Financial Planning Director

Call: 01539 942030

> Meet the Financial Planning & Wealth Management team

Key contact

Iain Lightfoot

Joint Managing Director of Armstrong Watson Financial Planning

Call: 07966 240031

Enquiry form

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