ARCH FINANCIAL PLANNING LIMITED

Business Description

Arch Financial Planning Limited is creative, independent, client-centred, technology driven and overseen by one of the UK’s most qualified advisers. Detailed client assessments and comprehensive reports. Model investment portfolios, quality research and a highly trained team of advisers covering all aspects of your personal financial situation. Regularly updated, in-depth information on our website and regular email bulletins. Meet us at our office or your home (Surrey, Sussex, Hants, Kent). No charge for initial exploratory meeting.

Business Services
Investment advice and arrangement
Pensions advice and arrangement
Annuity purchase
Life and health insurances
Mortgage advice
Care fees funding

Business Qualifications
New Model Adviser Top 100 - 2012
New Model Adviser of the Year South East – Winner 2010, shortlist 2011 and 2012
Professional Adviser Baillie Gifford Financial Education Award - Winner 2008, Highly Commended 2009 and 2010, shortlist 2011 and 2012
Professional Adviser Best IFA Website – Shortlist 2011

MD is Chartered Financial Planner and Certified Financial Planner

Business Staff & Management
Family company with a 21 year history consisting of three directors, six advisers and five suppport team staff

Business Clients
Our target market is clients with £150,000 to £500,000 of investment and pension funds.
We are developing a niche service for clients with £1m to £5m of investment and pension funds.
We are happy to deal on a trandactional basis with customers with £20,000 plus of investment and pension funds.
Although 90% of our clients are individuals we do run pension schemes for a number of organisations including two national charities.

Business Memberships
Chartered Insurance Institute; Personal Finance Society; Institute of Financial Planning; Pensions Management Institute