Armstrong Watson's Chartered Financial Planning Team

Chartered Financial Planning team with a wealth of knowledge and experience

With the complexities of Brexit and an ever changing financial landscape, obtaining impartial, independent financial advice is becoming increasingly difficult. Armstrong Watson’s Chartered financial planning team is bucking that trend.

Armstrong Watson Financial Planning and Wealth Management are one of a select number of firms who hold the coveted Chartered status, which means that we adhere to a strict code of ethics and this is the highest mark of trust, capability and professionalism within the financial planning industry.

Holding Chartered Financial Planning status means we are overseen by the Chartered Insurance Institute (CII) and to retain our standing we must ensure the advice, service and ongoing support we provide is of the highest quality.

Financial matters can be complex and many people delay seeking professional advice to help them achieve their goals, but Armstrong Watson’s advisers take time to understand clients’ objectives, assess their views on risk and obtain a full picture of their personal and financial circumstances before making recommendations.

The team have experience of dealing with all aspects of financial planning; from arranging protection for mortgages and families, personal and corporate investments, pre and post-retirement planning, Inheritance Tax planning, trust and charity work and all forms of business protection, investment and succession planning.

Armstrong Watson also provides each adviser with a dedicated Financial Planning Assistant to ensure that clients receive the best possible back up service.

With any financial plan we believe that it’s vital to ensure that it’s reviewed to check things remain on track, so most clients take advantage of our ongoing review service, where we arrange regular reviews, the frequency of which is agreed depending upon the complexity of your financial circumstances.

Being part of the Armstrong Watson group we’re also able to access expertise across other areas, so we work closely with our Tax Consultants to make sure that clients’ maximise all tax planning opportunities too.

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, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. The value of investments and the income from them can fall as well as rise and you may get back less than you invested. Past performance is not a reliable indicator of future results.

If you'd like to review your financial plans or your investment portfolio, please contact one of our chartered financial planning team on 0808 144 5575 or email help@armstrongwatson.co.uk to arrange an initial discussion with our compliments.

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