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About Us: your best asset is a good plan

Clocktower Financial Planning advises private individuals and small & medium sized businesses. We are supported by legal and accountancy professional connections. We offer comprehensive advice & service; but where clients require advice only on specific issues, we focus on those areas.

We offer an initial discussion, without charge, when we will describe our services and costs more fully and explain the payment options open to you. Our fees are based on the time we spend, the project or task you wish us to undertake for you, the value of the advice and service we provide or possibly a combination of these. We agree the details of our fee, with our clients, before undertaking work.

Clocktower Fund Management is regulated by the Financial Conduct Authority (493524) and provides specific regulated advice; arranging investments & pensions, as well as advising & arranging non-investment life insurance. Check it on the Financial Services register.

We are independent financial advisers, researching from the whole market to make any recommendations, including deposit and non-deposit products that may not pay any introductory fee to intermediaries. We actively consider the risk profile, asset allocation and tax efficiency of investment that is appropriate for each client.

As planners and advisers we can assist you in many ways.

  • Personal tax advice, probate assistance
  • Lifetime cashflow planning
  • Retirement funding analysis & review
  • Inheritance Tax & Estate Planning
  • Investing for growth and/or income
  • Small business employee benefits & pension provision
  • Pension Act 2008 compliance & pension scheme auto-enrolment
  • Key Person & Shareholder protection advice & solutions

CII Chartered Financial Planner black

Clocktower Financial Planning Ltd
The Hollies, Denby Rd, Cobham, Surrey KT11 1JU
Tel: 01932 863400

CII Chartered Financial Planner black