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.

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 Planning Consultants near you.

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. Read more about our approach to financial planning and wealth managment below.

Read about our approach 

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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Cash Management For Charities

Charities face a number of challenges when it comes to managing money. Read our guide.

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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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Spring Statement March 2019

Philip Hammond delivered the 2019 Spring Statement set against a background of continuing Brexit uncertainty. Read a summary of his announcements here.

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Financial & Pension Education Seminars

Find out about the Financial & Pension Seminars that we run for businesses

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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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A guide to your Personal Allowance

Find out what your 2019/20l allowances are and download your handy guide.

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Key contact

David Squire, Partner, Joint Managing Director of Armstrong Watson Financial Planning

David Squire

Partner, Joint Managing Director of Armstrong Watson Financial Planning

Call: 07793 621970

> Meet the Financial Planning & Wealth Management team

Key contact

Iain Lightfoot

Partner, Joint Managing Director of Armstrong Watson Financial Planning

Call: 07966 240031

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