• We believe in keeping things simple.

  • We listen to what is important to you and build a plan around this.

  • We take a long term view whilst keeping in mind short term objectives.

  • We provide you with recommendations, always respecting your choice.

  • We believe a regular review is vital.

  • We believe respect is a two way street.

  • We don't speculate on markets but we will help you manage their fluctuations based on informed opinion and research.

  • We can't predict the future but we will help you plan for it.

  • We only work with clients who respect our values and can see the added value we bring.




 

Whitman Fry Wealth Management Ltd, 80 Coombe Road, New Malden, KT3 4QS
All Rights reserved / Whitman Fry Wealth Management Ltd Registered in England. 07424506. Registered Address : As Above.
Whitman Fry Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register).
Financial Services Register No: 627428. Copyright (C) 2011 WhitmanFry.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating for unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on their website – financial-ombudsman.org.uk