Business Details
Independent Financial Advisers in Weybridge
We are an independent financial advisory firm based in Weybridge, Surrey, dedicated to helping individuals and businesses achieve their financial goals. With over two decades of experience, our founder Paul Thorpe leads a client-focused approach that prioritises personalised advice tailored to each client's unique circumstances. Our services span retirement planning, investment management, mortgage advice, equity release, and estate planning, supported by a commitment to transparency and long-term relationships.As an appointed representative of The Whitechurch Network Limited, we operate under the regulatory oversight of the Financial Conduct Authority, ensuring adherence to the highest professional standards. Our team combines technical expertise with a deep understanding of client needs, offering strategic solutions that adapt to evolving financial landscapes.
Services
Retirement Planning
Investment Management
Mortgage Advice
Equity Release
Cashflow Planning
Business Services
Estate Planning
Protection Planning
Highlights and features
- We offer 20+ years of experience in independent financial advisory services
- Our advice is tailored to individual client circumstances and aspirations
- We operate under FCA regulation for client protection and compliance
- Our team provides direct access to expert financial planners like Paul Thorpe
- We offer free, no-obligation initial consultations for prospective clients
Associations and certifications
- Financial Conduct Authority
- Equity Release Council
What people say
Fantastic service
Competent and reliable
Expertise money well spent
Personalised approach
Trusted adviser
Services
Retirement Planning
Our retirement planning service helps clients optimise pension funds and income strategies for post-retirement life. We assess current savings, future goals, and market conditions to create tailored plans that ensure financial security. With expertise in pension consolidation and income optimisation, we help clients navigate complex retirement decisions while maintaining compliance with regulatory standards.
Investment Management
We provide strategic investment management solutions tailored to individual risk profiles and financial objectives. Our independent status allows unbiased product selection across the market, focusing on both short-term liquidity and long-term growth strategies. We specialise in structuring portfolios that align with clients' life goals while maintaining flexibility for changing circumstances.
Mortgage Advice
Our mortgage advisory service covers first-time purchases, remortgaging, and investment property financing. As independent brokers, we access competitive market rates while considering clients' broader financial situations. We specialise in complex cases requiring tailored solutions, ensuring mortgage choices align with overall financial planning objectives.
Equity Release
We offer impartial equity release advice for clients seeking to access property wealth while maintaining security. As members of the Equity Release Council, we provide regulated solutions that balance immediate financial needs with long-term implications for clients and their families.
Estate Planning
Our estate planning service focuses on creating Wills and Trusts that protect clients' legacies while minimising inheritance tax. We help clients structure their affairs to ensure their wishes are fulfilled, providing guidance on executor appointments and asset distribution strategies that align with their family circumstances.
People
Paul Thorpe
Financial Advisor
Paul Thorpe has provided independent financial advice for over 20 years, specialising in retirement planning and investment strategies. He focuses on building long-term client relationships through transparent, personalised guidance.
Questions
What financial services do you offer?
We provide retirement planning, investment management, mortgage advice, equity release, cashflow planning, business services, and estate planning tailored to individual needs.
Are you regulated by financial authorities?
Yes, we operate as an appointed representative of The Whitechurch Network Limited, authorised and regulated by the Financial Conduct Authority.
How do you charge for your services?
We offer a free initial consultation. Our fees vary by service and are discussed transparently before any commitment, with no hidden charges.
Can you help with complex financial situations?
Yes, we specialise in complex cases including business owner financial planning, inheritance management, and multi-property mortgage strategies requiring tailored solutions.
Do you work with clients outside Surrey?
While based in Weybridge, we serve clients across the UK, including Hampshire and London, through remote consultations and local meetings.
How do you ensure advice remains up-to-date?
We maintain continuous professional development and regularly review client plans to adapt to changing circumstances and regulatory requirements.
