Welcome to Churchouse Financial Planning Limited

ImageWe are Independent Financial Advisers (IFA) and Chartered Financial Planners, offering bespoke financial planning and advice for both individuals, businesses and charitable trusts. Based in the High Street, Guildford, Surrey, we specialise in financial planning advice on Pension and Retirement Planning, including Pensions in Divorce and Self Invested Personal Pensions (SIPPs), Investments, Insurance, Tax Planning, Inheritance Tax Planning and overall Financial Planning.

We are happy to offer to work on a fee basis, commission basis or a combination of the two, whichever suites you best. An initial consultation, usually lasting approximately 1 hour, is at no charge and we can decide together in that time the way we can provide you with the appropriate advice and planning.

Keith Churchouse, director of Churchouse Financial Planning Limited, is a Fellow of the Personal Finance Society (FPFS), by examination from the Chartered Insurance Institute (CII). Keith is also a Certified Financial Planner, Chartered Financial Planner and has a BA (Hons) degree in Financial Services. In addition, Keith was the 4th Adviser in the UK to achieve the certification of BS ISO 22222 Personal Financial Planner. He is also a Resolution Accredited Financial Neutral by examination (2006).

ImageWhen considering their financial planning and wealth management, many clients have established their aspirations and objectives for the future. These plans can change as circumstances change and we recommend that you review your financial planning on a regular basis to ensure that your pensions, savings and investments are still in tune with your original (and changing) plans. Many feel that an annual review is appropriate, but personal changes can occur at anytime. However, don't forget that changes in legislation and investment markets can have an effect on what you want to achieve with financial services.

Using pensions as an example, a regular review is recommended to ensure that they are meeting your expectations and on target to meet your aspirations for the future. Having won a national pensions award (May 2007), we are well placed to help you with a review and to provide any additional recommendations if required. Let us know what you want to achieve in retirement and we will look forward to helping you with your financial planning strategy.

One 'planning tool' that should help with your investment or pension planning is asset allocation. This enables us to consider a spread of investment and pension funds over various sectors of the investment markets. This can provide diversity and the potential to reduce investment risk whilst helping to maintain returns.

We look forward to helping you with your independent financial planning. We thrive on the referrals our existing clients provide to us and hope that the service and advice that we offer meets your needs both now and into the future.

Latest Podcast:

The end of commission salesThe end of Commission - 2nd July 2009 on BBC Surrey with Clare Dutton

Latest Press Comment:

Retirement options - facing the music - 28th May 2009 - Financial Adviser, retirement supplement

NEWS (26/11/08):

Churchouse Financial Planning receives Gold Standards accolade again.

Churchouse Financial Planning Limited in Guildford, Surrey is delighted to announce that it has again been highly commended in the Independent Financial Advice category in this year’s Incisive Media 2008 Gold Standards awards. The presentation for this happened at the House of Commons, London.

The aim of the Gold Standard Awards is to identify financial services companies that excel not just in service, but in all five key areas of importance to consumers of financial products and services.

These are:

  • Financial strength
  • Service
  • Capability of the company to conduct business well
  • Fair value
  • Trust

Keith Churchouse, director of IFA Churchouse Financial Planning said, 'This is the second year we have entered the process leading to the awards and we are obviously delighted with the results, especially at this time of industry focus on treating customers fairly. We will look to improve on this accolade next year'

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