Financial Planning & Wealth Management

Chartered financial planning advice for you and your business

We are the only top 30 firm of Accountants with an in house team of Chartered Financial Planners and in house asset management expertise.

Our experienced advisers are available across all our offices to offer independent, strategic advice to help develop a clear financial strategy that will evolve and grow alongside your business or personal financial needs.

Our Chartered status means we adhere to a strict code of ethics and is the highest mark of trust, capability and professionalism within the financial planning industry.

Why choose Chartered?

Armstrong Watson Financial Planning and Wealth Management are one of only a very select number of firms who hold the coveted Chartered status.

Holding Chartered Financial Planning status means we are regulated 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.

Find out more about our Chartered status here.

Call NOW to speak to one of our Financial Planning Consultants near you.

Call: 0808 144 5575

Our Services 

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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What our clients say

'Gift it Back' Charitable Referral Scheme

Gift it Back is a charitable referral scheme where we gift £50 on your behalf to the registered charity of your choice.

How it works

For every qualified referral you provide us, who engages with our financial planning services, we’ll donate £50 to the charity of your choice - it's that simple. There’s also no limit to the number of referrals or the number of donations we’ll make, so get in touch to submit your first referral and start raising money for your chosen charity.

Financial Education & Wellbeing Program – for progressive & responsible employers

We are helping businesses to create and administer financial wellbeing programmes, specific to employer and employee needs in the form of seminars, workshops and webinars. Covering a range of topics, tailored for your business and employees; providing individual financial planning advice when appropriate.

Download our detailed Program

Click here to learn more about this unique Financial Education & Wellbeing Program and download your free guide.

Speak to your consultant today to find out how you can ‘Gift it Back’ and help raise much needed funds for UK charities

Call: 0808 144 5575

What our clients say

Resources

Introducing Financial Planning & Wealth Management

Read our brochure covering who we are, our approach to advice and where our team are based.

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Our Ongoing Review Service

We consider it critical for most clients to review their strategy once it has been implemented to make sure it remains suitable and on track. Read about our service here.

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Our Guide to Your Retirement Options

The decision to retire and when you do it will be the most important decision you will make for the rest of your life. Read our guide to your retirement options.

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Our Agreement With You

Download a copy of Our Agreement With You Information and brochures

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Our Guide to Investing

Investing money can be complicated but our guide helps you understand how your investments work.

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Relevant Life Plans

Protecting you, your business and your employees, read about the tax advantages of Relevant Life Plans.

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Financial Education & Wellbeing Program

Find out about our Financial Education & Wellbeing Program

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Auto Enrolment & Employer Duties: Key Facts

Auto enrolment legislation requires employers to automatically enrol some or all members of their workforce into a pension scheme. Read more here

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Cash Management For Charities

Our guide outlines the number of challenges faced by charities when it comes to managing money.

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Key contact

David Squire

Partner, Joint Managing Director of Armstrong Watson Financial Planning

Call: 07793 621970

Key contact

Iain Lightfoot, Partner, Joint Managing Director of Armstrong Watson Financial Planning

Iain Lightfoot

Partner, Joint Managing Director of Armstrong Watson Financial Planning

Call: 07966 240031

> Meet the Financial Planning & Wealth Management team

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