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 our own 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.


Armstrong Watson Financial Planning & Wealth Management profile


What we do

Financial Planning for you

When it comes to financial planning, we aim to understand the varied needs of our clients. This could be saving for a particular goal, protecting your home and family, building your wealth including pensions, taking your retirement, or passing on your wealth to your loved ones. 

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Financial Planning for your business

Our advisers work in partnership with our colleagues across the wider business to advise, support and help business owners and the self-employed grow your businesses, protect you & your key people, grow your own personal wealth right through to helping you sell your business in the most tax efficient manner.

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Pensions and Retirement Planning

Pensions and retirement planning can seem complicated. How much should you be saving? Should you combine pensions? How should you invest for your retirement? are just some of the questions we can help you with. Our independent team of retirement experts can work with you to guide and advise what’s right for you.

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We help our clients reduce exposure to inheritance tax through careful planning, preserving their legacy for future generations.

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Financial Planning for Trustees and Charities

We have a range of specialist services such as high net worth specialist investment and wealth planning, cash management and investment planning for Charites and Trustees, support for Professional Deputies and Trustees.

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Court of Protection & Professional Deputies

Providing specialist financial planning, trust accounting and investment expertise to deputies and solicitors dealing with vulnerable clients, personal injury, clinical negligence and compensation derived from these claims.

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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

What our clients say


Cash Management For Charities

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

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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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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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Financial Education & Wellbeing Program

Find out about our Financial Education & Wellbeing Program

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Inheritance Tax and Estate Planning

Rising property prices have meant more estates than ever are likely to face an inheritance tax bill. Read our guide to find out your options.

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Our Guide to Investment Solutions

Download our guide to learn about the Investment Solutions available in the marketplace.

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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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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 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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Subscribe to INSIGHT Magazine

INSIGHT is our FREE quarterly financial magazine packed full of useful and topical articles on financial planning and tax matters affecting you.

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