FINANCIAL

PLANNING 

Personalised advice from Independent Financial Advisers, helping you live your life the way you want to live it.

Whether there's been a change in your financial or personal situation or if you've just decided you’d like to start your financial planning journey, our approach is the same.

 

We listen.  We want to understand your plans, hopes and dreams just as much as your financial situation.

 

That way we can provide recommendations that will allow you to make informed and active decisions about your future, allowing you to live the life you want to.

We always personalise our working relationship, so that we are working with you in the way that best suits you, at the pace that you find most comfortable.

 

Our Chartered Financial Planning Status means you can rest assured that our team are highly-qualified and subscribe to the stringent membership conditions of the CII.

 

Our advice is independent. This means recommendations are based on what is best for you, rather than being restricted to a specific product or provider.

Remember that the value of investments can go down as well as up.

You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone

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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

© 2018 by Culverhouse & Co