Welcome to Churchouse Financial Planning Limited

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

When considering their financial planning, 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.

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 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.

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1st September - New Model Adviser - Advisers reject ifs, call to split maths and science