Accumulus Consulting Limited
7 The Monument
45-47 Monument Hill
Weybridge
Surrey
KT13 8RN
T: 01932 808247
F: 01932 808087
E: info@accumulus.co.uk
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What is financial planning?
Financial Planning aims to give our clients objective assistance in organising their personal or corporate financial affairs to more readily achieve their financial and lifestyle goals.
This can lead to the recommendation of specific contracts or policies, eg life assurance or a personal pension,but initially it will result in the production of a plan devised specifically foreach client, focussing onstrategy and goals.
The next pages give you more detail on how we go about this process.
Please read our Privacy
Statement before completing any enquiry form or before sending an
email to us.
The Financial Services Authority does not regulate national savings and zeros. Past performance should not be seen as an indication of future performance. The value of investment invested in the Stockmarket directly through individual shares or indirectly through collective investment vehicles, as well as any income derived from them, can go down as well as up. Investment returns cannot be guaranteed and you may not get back the full amount invested. The Stockmarket should not be considered a suitable place for short-term investment. Levels relief and basis of taxation are subject to change.
Accumulus Consulting Limited
is an appointed representative of The Whitechurch Network Ltd which is authorised
and regulated by the Financial Services Authority.
This website is approved by The Whitechurch Network Ltd (Authorised and Regulated
by the Financial Services Authority). All content of the website are deemed to
be correct as at the last site update. We have made great efforts to ensure the
accuracy of the information provided and do not accept any responsibility for
errors or omissions.
FSA Registration No: 190859
