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E - London E

Forum Wealth
    Management Ltd
Guardian Associates
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Culver Financial
    Management
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    Management LLP


Independent Financial Advisor (IFA) in London

Culver Financial Management
Corporate Advice, Wealth Management, Corporate Insurance Broking Professional Indemnity
Independent Financial Adviser in London E
Address: 53 The London Fruit Exchange, Brushfield Street,
London, E1 6EU
Telephone: 020 7456 1374
Mobile: 07771 547 101
Fax: 020 7456 1312
E-mail: paul.shackleton@culverholdings.com
Visit our Web Site: www.culver-holdings.com

Contact: Paul Shackleton M Eng
              David Anderson Dip PFS

General information

Culver

  • Culver Holdings, Independent Financial Advisor (IFA) in London, established in 1991
  • Has been active is a variety of fields including motor distribution, travel insurance and property development but focus is now on commercial insurance broking and consultancy/advisory services
  • Culver Financial Management is directly regulated by the Financial Services Authority and provides independent financial advice to both private and corporate clients
  • Offices in City, Bracknell and Cardiff
  • We formulate and implement bespoke financial plans to enable our clients to achieve their financial goals
  • In formulating strategies we identify and protect against risks to individuals, families and businesses
Personal Advice:
  • Wealth Management – we are committed to meeting the diverse needs of wealthy clients and those aspiring to become wealthier
  • Retirement planning - Final Salary, Money Purchase, State Pension, Stakeholder, Regular Savings, Annuities
  • Wealth building and Investment Planning
  • Tax mitigation - Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax planning
  • Protection - Life Cover, Critical Illness, Income Protection, Private Medical Insurance
  • Long term car
  • School Fee Planning
Corporate Advice:
  • Group Personal Pensions
  • Private Medical Insurance
  • Death in Service benefit
  • Income Protection and Critical Illness
  • Key Man, Shareholder and Partnership Protection
  • Employee benefits
On top of all these services Culver are able to provide a bespoke insurance broking service

Let Culver help you manage your wealth and financial needs according to your priorities.

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