Informed Choice Independent Financial Planners Cranleigh

Are you looking for peace of mind when it comes to your money?

Our Independent Financial Planners help remove stress about money for people in Cranleigh and Petersfield by offering a clear explanation of your choices and options.

Watch our mini-documentary now to see the power of Financial Planning in action.

Shelley McCarthy

Philip Wise

Victoria McNulty

Andrew Bodman

Nick Bamford

Financial Planning

As well as answering the all important question ‘will I run out of money?’, we help you build a plan for the rest of your life.

Choices At Retirement

After working hard your entire life, you want to maximise your income in retirement by making smart choices with your pensions and other investments.

Managing Investments

If you have worked hard to accumulate wealth, you want to make sure it is invested to meet your chosen goals and in line with your attitude towards investment risk.

Care Fees Planning

We provide independent financial advice to make the most of your money in later life & ensure you can continue to afford care fees for as long as necessary.

I'd like to meet. Let's do coffee.