• We explain our services and charges at outset.

  • We take time to understand your circumstances and goals, assessing your attitude to investment risk.

  • We take account of current taxation, legislation and your existing arrangements, to provide you with a recommendation tailored to you.

  • Following discussion and mutual agreement we implement the plan for you.

  • We provide you with the opportunity to have regular ongoing reviews and valuations.

  • We keep you informed through our website, newsletters and bulletins as well as our regular review meetings.
 
 

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