Chartered Financial Planners

About Churchouse Financial Planning Limited

ImageAs you will find with most financial planning there is never one answer to the needs of clients. In fact we often find that a combination of recommendations can be made to meet the bespoke needs of both individual and corporate clients.

To make the right recommendation we will need to understand your present circumstances, i.e. where you have been, and just as importantly where you want to go with your objectives and aspirations. This will include your attitude to investment risk and your ethical views on investment. We can guide you to your financial objectives, and manage your expectations.

Established in 2004 in Guildford, Surrey, we have over 24 years previous experience in the financial services industry, dealing in a range of areas to provide you with a wealth of knowledge. We have chosen to maintain an independent status (IFA) to ensure that we can offer you a bespoke service, whether looking at your overall financial planning, new plans or reviewing your existing arrangements.

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible financial planning advice, service and support.

We have also introduced new innovations to our industry with the creation of three new services, www.advicemadesimple.com, www.pensionsmadesimple.com and www.invesmentmadesimple.com. To see what these services can provide for you visit www.yourmoneymadesimple.com.

No case is too small or large and we cater for both individuals and businesses. If you like our traditional service please tell your friends, family and colleagues, we always welcome referrals and these are an important part of our business. We are happy to provide financial advice on a fee basis with you at the outset of our discussions, or to work on a commission basis, or a combination of both (referred to as commission offset), whichever suits you.

If our service falls short of your requirements in any way we hope you will tell us so we can learn for the future.

We look forward to hearing from you soon, and hope you find the rest of this site of benefit.

Kind regards,

Keith Churchouse, B A (Hons), FPFS and Esther Dadswell, B Eng (Hons), C Eng, MICE
Chartered Financial Planner
Certified Financial Planner
ISO22222 Certified Financial Planner

2010-07-14 You At Work
Employee benefits news: Govt''s pension plans will have ''huge effect''
Many workers may be interested to find out if the government''s proposed pension changes can put the onus on organisations to implement employee benefits...
2010-07-12 Investments.co.uk
Pensions to be affected by CPI decision
An investment expert has claimed that linking pensions to the consumer prices index (CPI) will have a significant impact upon retired individuals. The government recently announced that pension payments for final salary schemes will now be linked to the CPI instead of the retail prices index (RPI) With the.
2010-06-24 Money Marketing
Advisers back bank move but fear fee increases
Advisers welcome the Governments plans to move prudential regulation to the Bank of England but want the new Consumer Protection and Markets Authority to levy fairer...
2010-06-21 Modern Selling
GOOGLE AIMING TO TEMPT IFAs ONLINE
Daily internet usage in the UK is increasing by 22% year on year and there are strong adoption rates among older and more affluent demographics. These are key markets for the financial services community, according to Google, which is aiming to tempt more independent financial advisers (IFAs) into using the..
2010-06-02 MoneyNews
Culture of apathy exists in UK pension system, says expert
Savers are apathetic towards pensions in the UK, according to a sector analyst, who suggested the systems employed by other countries are more...
2010-06-02 Key Retirement Solutions
Could equity release help those who are apathetic toward pension saving?
The UK could be heading for a pensions crisis if something is not done about the lack of interest in pensions, it has been claimed. This could inspire those who have not been saving to look into equity release plans as a way of boosting their retirement finances through the value of their property...
2010-05-13 FT Adviser
Back in the game
Commercial property suffered a double digit drop almost overnight not so long ago. Some said the revaluation 18 months ago was inevitable while others were surprised by the dramatic plummet. Since then, in the last 12 months, commercial property funds have seen a slow but sustained...
2010-04-22 Citywire
Churchouse clashes with Virgin over business name
Virgin Money is applying for a trademark name which could conflict with the intellectual property rights of IFA-firm Churchouse Financial Planning. The Guildford-based firm, headed by Keith Churchouse (pictured), has owned the Churchouse trademark since 2007 but Virgin - which bought the west..
2010-04-16 IFAtalk.co.uk
New book by IFA Keith Churchouse
'Sign Here, Here and Here!...: Journey of a Financial Adviser' charts the journey of financial planner Keith Churchouse throughout his career in the financial services...
2010-04-14 Citywire
Advisory fees: the best way to get clients to pay
Cheque, standing order, or commission offset? Advisers Suzanne Allen, James Harvey, Phil Wise and Keith Churchouse discuss how they take their fees. Suzanne Allen Managing director, Heritage Financial Advisers We take the £1,700 plan fee by...