BISHOP ARMSTRONG FINANCIAL PLANNING
Based in the heart of Leamington Spa we are a firm of Independent Financial Planners. Part of the Aspect Group, who advise on over £150m, we deal with clients in London, the Midlands and across the UK. We are able to combine Wealth Management with comprehensive Financial Planning and are selectively taking on clients who have in excess of £500k in savings/pensions.
WHAT IS FINANCIAL PLANNING
Put simply, this involves listening to you, understanding what you want and delivering it to you. Experience tells us that this often boils down to, “How much money do you need and by when?”
WHAT IS WEALTH MANAGEMENT
Dealing with a Wealth Manager means trusting your money to someone who can understand what you want. It is their job to construct and monitor the appropriate investment portfolio for you. Bishop Armstrong’s portfolios draw on thousands of funds from the world’s leading Investment Groups and are supported by research from global forces in Investment Planning. What happens to your money is important to us.
BISHOP ARMSTRONG & YOU
We benefit from regular contact with our clients. Annual Review Meetings ensure we keep you up to date and that your Financial Plan remains on track. We are fortunate to work in an environment of professionalism and fun. We continue to enjoy journeying with clients towards their goals.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
Bishop Armstrong Financial Planning Ltd is an appointed representative of Aspect Consultants Ltd which is authorised and regulated by the Financial Conduct Authority. We are entered on the FSA Register No 511692 and Aspect Consultants Ltd are entered on the FSA Register No 450365 at www.fsa.gov.uk/register/home.do
Bishop Armstrong Financial Planning Ltd is registered in England & Wales, Registered address Empire House, 1B Dormer Place, Leamington Spa, Warwickshire CV32 5AE, Registered No 07057896. Aspect Consultants Ltd is registered in England & Wales, Registered address as above, Registered No 05748725.
He took the time to understand what my and my family’s needs were…I’d recommend him to anyone seeking financial adviceMarsden Clark LLP