Financial Planning

We would be delighted to meet with you in our Wimbledon office. You can contact any of our Independent Financial Advisers, John Strover FCA, Colette Cook DipPFS, CFP or Nanette Strover CertPFS to arrange a meeting or for further information.

We advise clients on tax and financial planning on a fee basis. Any commissions that arise are yours and may be set-off against our fees or rebated into your policy (should you go on to purchase one). Our clients pay by cheque or by standing order, you can choose.

Planning for the future Inheritance Tax Planning Pension Review Personal Financial Planning Personal Tax Planning Retirement Planning

Other Areas Getting to grips with your finances Health Protection House Purchase Investments Life Protection Savings General financial issues

Active Management Fidelity FundsNetwork - Manage your existing Fidelity investment Fidelity FundsNetwork - Online Investment Supermarket

Please click here to download our pre-meeting check list. This form is in Adobe Acrobat format - to download the free Adobe Acrobat Reader, click here.

Please click here to download our Financial Planning Services Terms of Business

Contacts :    John Strover FCA    Colette Cook DipPFS, CFP    Nanette Strover CertPFS, MIFP

Authorised and Regulated by the Financial Services Authority.