01372 466 005
ABOUT US
Independent Financial Advisers
We are an Independent Financial Advice firm founded in 2000, based in Claygate, Surrey with expertise in all family and personal finance matters.
We offer a personal, tailored service based on your situation and aspirations and provide independent advice on everything from Pensions & Investments to Mortgages, Life Assurance, IHT Planning and Will Writing.
SERVICES
PENSIONS
If you are considering consolidating your existing pension plans, want to start a new plan or would like to get a clearer picture of how much income you can expect in retirement, get in touch to see how we can help.
INVESTMENTS
Whether you are looking to save for the deposit on your first property, the kids education or looking to boost your income in retirement we can advise on the most appropriate investment for you based on your situation, needs and risk profile.
IHT ADVICE & WILLS
IHT doesn't just affect those with very large estates. Without careful planning you could pay up to 40% tax on your estate.
Our approach is to first fully understand your objectives then provide tailored advice and solutions to help you achieve them thus helping you to pass on more of your wealth to future generations.
MORTGAGE ADVICE AND PROTECTION
Whether you are a first time buyer, upsizing, downsizing, re-mortgaging or adding to your buy-to-let portfolio, our Mortgage Advice Service is designed to save you time and money by providing free and impartial advice, in finding and applying for the right mortgage deal for you. Provided by Mortgage Webb Ltd.
We also provide free and impartial advice on Life & Critical Illness cover, Income Protection and Business Protection products.
HOW TO GET IN TOUCH
Registered Office:
13 Glenavon Close
Claygate
Surrey
KT10 0HP
Tel: 01372 466 005
Financial Webb Ltd is Authorised and Regulated by the Financial Conduct Authority No. 588431
Financial Webb Ltd is a Private Limited Company registered in England and Wales. Company No. 03770178
Registered Office: 13 Glenavon Close, Claygate, Surrey, KT10 0HP.
The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website.
The Financial Conduct Authority does not regulate tax planning.
The value of investments may go down as well as up and you may not get back as much as you originally invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.