Financial Planning and Accountancy with a difference
Based in Farnborough Village, Orpington, Kent we combine our experience with a proactive approach; always looking to add value to you and your business.
Read our latest client case studies
Culverhouse Financial Planning Ltd and Culverhouse & Co Ltd are proud to have chosen to commit to the Charter of the Financial Vulnerability Taskforce which outlines how professionals should support customers in vulnerable circumstances.
What our clients say
PR Mills
Piano Teacher
Orpington
“The first class service provided by John and his team over the years has been consistently reassuring, friendly and reliable as well as thoroughly professional.”
RF, Beckenham
"Culverhouse & Co have assisted us in retirement planning. In particular, with the recent changes in the law regarding pensions, the Culverhouse team’s advice has been professional, efficient and fully comprehensible. We value their services highly.”
Turners Croydon
“Future planning is always carefully considered, with face-to-face meetings when required and all options discussed in detail, often with computer models to show what might happen in a given situation.”
The myth: 45% of customers believe advisers are only interested in selling them something*.
The reality: we have a legal responsibility to only recommend products that are suitable for our clients.
*Source: Royal London Customer Research, 'Exploring the Advice Gap', April 2021.
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