Church's Financial Planning Ltd

Bringing you a total financial planning experience

Formed in April 1993, Church's is a firm of fee-based financial planners based in the heart of Alice Holt Forest, near Farnham, on the Surrey/Hampshire border. The office is set in a tranquil, woodland setting which lends itself to a calm and peaceful working environment. It is also the perfect place to meet with clients.

Church's offers a comprehensive fee-based financial planning service. Our financial planners incorporate their knowledge, skills and some of the most sophisticated tools available to bring you a total financial planning experience.

The key components of our service:

Discovery meeting: It is essential that we learn everything we can about your current financial situation, your financial objectives and your lifestyle objectives. We will then research any outstanding information we may require

Financial plan: Following the discovery meeting we will create your financial plan and would expect to meet with you and your partner (where appropriate) to review this. We will show you whether you are on course to meet your objectives and advise if any further action is required

Investment strategy: We will explore with you your tolerance to risk and agree an appropriate investment strategy based on Church's Investment Philosophy

The agreed strategy is reviewed at your regular review meeting to ensure your investments continue to meet your needs and remain on course to achieve your objectives

Regular review: We provide an ongoing review of your financial plan through our detailed, annual review meetings

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