Walpole Financial Management is a firm of Chartered Financial Planners, based in Surbiton, Surrey, that provides Financial Planning services to clients throughout the UK. Our five highly qualified Financial Planners bring over 100 years of experience, with a clear focus on longevity and the provision of long-term advice and management.
The company is a proud holder of the Chartered Financial Planners title, which is awarded by the Chartered Insurance Institute (CII). This status is restricted to firms that have the highest level of professional qualification and which adhere to the strictest ethical principles.
We are fully independent, have no third-party influence and are directly regulated with the FCA. Although this structure can include extra cost and additional regulatory burden to the business, we are certain that it brings about better client outcomes.
Our objective is to propose and implement financial recommendations that have clear and quantified benefits. Our service is provided on an individual basis, with no pre-formatted services. We quite literally start with a blank piece of paper and look to provide the services that are desired.