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Independent Financial Advisor in Cranleigh, Surrey

Arch Financial Planning Limited
Independent Financial Advisor in Cranleigh, Surrey
Address: Arch House, Collins Court, 39 High Street
Cranleigh, Surrey GU6 8AS
Telephone: 0845 3700 661 (01483 204600 if local)
Fax: 0845 3700 662 (01483 204611 if local)
E-mail: direct@arch-fp.co.uk
Visit our Web Site: www.arch-fp.co.uk

Contact: Arthur Childs, Chartered Financial Planner and Managing Director

General information

Background
History:
Arch Financial Planning Limited began trading in July 2003. However, the business has been owned by the same family, and offering independent financial planning, since October 1989 ; first as a sole proprietorship, and then as a partnership.
Size:
The company now has a team of seven independent financial advisers (IFAs), four of whom have been with the company for over ten years, and four support staff at its Cranleigh office. The company has over 4,400 customers on its books and many hundreds of those would count themselves as regular clients. In total the company is responsible for over £100 million of customer/client funds .


Services
Investments: ranging from a single product for a few thousand pounds through to building £1 million plus portfolios. We use the Cofunds Fund Supermarket to tidy up clients' investments. We offer a detailed review of existing With Profit Bonds . We provide an ongoing review service to match your requirements. We provide advice on ethical investments for which we are registered with the Ethical Investment Research Service (EIRIS). You can also invest online via our website.
Pensions:
ranging from simple regular contribution pension plans and purchasing annuities at retirement, through to £500,000 plus pension drawdown plans and group pensions for charities and small to medium companies. Also pension transfer advice.
Mortgages:
We can search hundreds of mortgage schemes and do not charge a fee for arranging a mortgage unless there is a particularly difficult credit history.
Care fees:
covering immediate care fees plans, enhanced annuities and investment advice.


Information
Press:
Arthur Childs, our Managing Director, is part of the Broker Review Panel for Money Marketing newspaper. As such he is often asked to contribute his views on new financial product launches. Arthur is also a regular contributor to the Market Tactics section of New Model Adviser newspaper, and is one of 250 advisers from all over the UK who form the IFA Panel for Professional Adviser newspaper.
Website:
We have an actively managed website – www.arch-fp.co.uk – which not only contains a great deal of helpful information on aspects of financial planning, but allows you to produce a wide range of quotations and invest online . “Most IFA websites simply aren't up to snuff and it doesn't take much to make them better. Arthur Childs of Arch Financial Planning is one who does it well.” - Richard Lander, Director, Citywire, 22 Nov 2006.
Email:
We freely distribute Money Talk , a monthly email bulletin dealing with a single topic of financial planning.
Fact Sheets:
We produce over 50 fact sheets in-house on financial planning issues


For Further Information
Tel: 0845 3700 661 Email: direct@arch-fp.co.uk Online: www.arch-fp.co.uk
AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY


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