Business Details
Trusted Financial Advisers in East Molesey
Established as independent financial advisers near Hampton Court in Surrey, we bring over 65 years of combined industry experience to deliver tailored financial solutions. Our team prioritises understanding clients' unique circumstances to provide advice on a broad range of products, ensuring long-term relationships built on trust and transparency. We specialise in helping individuals, families, and businesses achieve their financial goals through comprehensive planning and jargon-free communication.Our process begins with a free introductory meeting, followed by a detailed financial review and personalised recommendations. Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while offering ongoing support to adapt plans as clients' needs evolve.
Services
Investments
Pensions
Mortgages
Protection
Equity Release
Highlights and features
- We have over 65 years of combined experience in financial advisory services
- Our independent status allows access to the broadest range of financial products
- We maintain long-term client relationships spanning multiple generations
- We provide free introductory meetings with no obligation
- Our team is regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
Services
Investments
Our investment advisory service helps clients preserve and grow wealth through tailored strategies considering risk profiles and life stages. We focus on mitigating erosion from taxation and inflation while developing long-term plans. With market volatility, our expertise ensures informed decisions aligned with individual financial goals and future aspirations.
Pensions
Specialising in pension reviews and retirement planning, we help clients maximise tax-efficient savings. Our approach considers fluctuating fund values and inflation risks while creating personalised plans for secure retirement incomes. We explain complex pension options clearly to ensure informed decisions about long-term financial security.
Mortgages
We provide mortgage advice to help clients navigate complex market options. Our service focuses on finding suitable products that balance short-term affordability with long-term costs. We explain potential risks like early repayment charges and help clients make informed decisions about their largest financial commitment.
Protection
Our protection services ensure families maintain financial stability through life's uncertainties. We advise on mortgage protection, life assurance, income protection, and critical illness cover. As independent advisers, we source appropriate policies to safeguard clients' lifestyles and financial commitments against unforeseen events.
Equity Release
Specialising in equity release solutions for those over 55, we explain lifetime mortgages and home reversion plans. Our guidance considers estate planning implications and means-tested benefit impacts. We help clients access property wealth while ensuring they understand the long-term financial consequences of releasing equity.
People
Tom Poole
Director
With extensive financial services experience, Tom provides expert guidance on investment strategies and retirement planning. He specialises in creating tailored financial solutions while maintaining a client-focused approach to long-term wealth management.
Nigel Hunt
Director
Nigel offers specialist mortgage and protection advice, leveraging decades of industry experience. He focuses on helping clients secure appropriate home financing solutions while ensuring comprehensive risk coverage for families and businesses.
Chris Poole
Protection Planner
As a dedicated protection specialist, Chris helps clients safeguard their financial future against unforeseen circumstances. He provides clear explanations of complex insurance products to ensure appropriate coverage for individual and family needs.
Lucy Caller
Office Administrator
Lucy manages administrative operations, ensuring smooth client service delivery. Her organisational expertise supports the advisory team in maintaining efficient processes for client meetings, documentation, and ongoing support.
Questions
What financial services do you specialise in?
We specialise in investments, pensions, mortgages, protection insurance, and equity release solutions for individuals and businesses.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (Financial Services Register No 737373).
How do you charge for your financial advice?
We provide a free introductory meeting, with subsequent charges based on the complexity of advice required and agreed service scope.
Can you help with mortgage reviews?
Yes, we review existing mortgages and advise on suitable alternatives considering current market rates and individual circumstances.
Do you offer protection against critical illnesses?
We provide comprehensive protection planning including critical illness cover tailored to individual and family needs.
What happens during the initial financial review?
We conduct a thorough assessment of your financial situation, aspirations, and risk profile before creating a personalised recommendation plan.
