Business Details
45 Years
experience
Your Trusted Independent Financial Advisers in Leatherhead
Established in 1981, we are independent financial advisers with a longstanding reputation for delivering high-quality, client-focused financial solutions. Our firm specialises in wealth creation, protection, and management for high net worth individuals, families, and businesses. As FCA-authorised professionals, we combine over four decades of experience with a commitment to ethical practices and continuous professional development.Our team prioritises tailored financial strategies, ensuring each client's unique needs are met through transparent communication and innovative approaches. With offices in Leatherhead and Bletchingley, we serve clients across Surrey and beyond, maintaining a customer-first ethos rooted in honesty and integrity.
Services
Financial Planning
Wealth Creation
Wealth Protection
Wealth Management
Corporate Planning
Details
- Year established: 1981
Highlights and features
- We are FCA-authorised independent financial advisers with 40+ years of experience.
- Our client-first approach prioritises tailored financial strategies over generic solutions.
- We combine traditional values with modern financial industry expertise.
- Transparent fee structures agreed in advance of any advisory work.
- Regular portfolio reviews ensure strategies adapt to changing client circumstances.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We create customised financial strategies addressing tax reduction, retirement planning, and future wealth distribution. Our advisers assess individual circumstances to develop comprehensive plans that align with personal and professional objectives. This service ensures clients maintain financial stability while optimising growth opportunities through regulated investment vehicles.
Wealth Protection
Our wealth protection strategies focus on preserving capital against market volatility, inflation, and unexpected life events. We implement tax-efficient solutions to secure assets for future generations while maintaining liquidity for current needs. This includes reviewing pension arrangements and insurance products to ensure adequate financial safeguards.
Corporate Planning
We advise business owners on profit protection, succession planning, and employee benefit schemes. Our corporate services help directors implement pension arrangements, key personnel insurance, and contingency plans. These strategies ensure business continuity while aligning with owners' personal financial objectives.
Wealth Management
Our wealth management service optimises asset allocation across different investment vehicles to balance growth and risk mitigation. We monitor portfolios regularly, adjusting strategies to reflect market changes and evolving client circumstances. This service caters to individuals with substantial assets requiring professional oversight.
Pension Specialist
We evaluate final salary schemes and private pension arrangements to ensure their continued suitability. Our specialists provide guidance on pension consolidation, tax-efficient withdrawals, and retirement income strategies. This service helps clients maximise retirement benefits while complying with regulatory requirements.
People
Sara Olsen
Business Development, HR and Marketing Director
With 25+ years in marketing communications, Sara leads business development and compliance. She co-owns Carlton Asset Management since 2011, combining strategic leadership with operational expertise.
Andrew Higgs
Financial Advisor
Andrew brings extensive UK and international financial advisory experience. He specialises in creating tailored investment strategies for clients' long-term financial security.
Nicola Finch
Administrator
Nicola provides administrative support with prior financial services experience. She ensures efficient implementation of client financial plans and documentation management.
Questions
What areas do you cover?
We primarily serve clients in Leatherhead, Surrey, and surrounding areas.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA).
How do you charge for your services?
Our fees are transparent and agreed in advance, tailored to individual client circumstances.
What experience do your advisers have?
Our team includes advisers with 25+ years' industry experience and relevant professional qualifications.
Do you offer corporate financial planning?
Yes, we provide business financial strategies including pension schemes and risk management.
How often are financial plans reviewed?
We conduct regular reviews to ensure strategies adapt to changing regulations and client needs.
