About Churchouse Financial Planning Limited
As 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
