Culverhouse Financial Planning Ltd
7 High Street
Farnborough Village
Orpington
Kent
BR6 7BQ
Founded in the 1982, we are a firm of Chartered Financial Planners based in Farnborough Village, Kent.
We deliver personalised advice, helping you live your life the way you want to live it.
Whether there's been a change in your financial or personal situation or if you've just decided you’d like to start your financial planning journey, our approach is the same.
We listen. We want to understand your plans, hopes and dreams just as much as your financial situation.
That way we can provide recommendations that will allow you to make informed and active decisions about your future, allowing you to live the life you want to.
We always ensure we are working with you in the way that best suits you, at the pace that you find most comfortable.
Our Chartered Financial Planning Status means you can rest assured that our team are highly-qualified and subscribe to the stringent membership conditions of the CII.
Services provided include: family protection, pension planning, savings and investments, tax planning, cash flow modelling, long-term care planning, estate planning.
Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.