0330 038 8942
Based in Cranleigh
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FCA Regulated
Last checked: 22 February 2025
Rupert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
Rupert has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 23 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Rupert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rupert has provided information on their typical fees
Rupert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Last checked: 22 February 2025
Rupert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
Rupert has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 23 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Rupert has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rupert has provided information on their typical fees
Rupert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I was raised locally in Wonersh and now live in Bramley with my wife and three daughters. I set up Bramley Financial Planning to help local people plan their financial future. We specialise in working with those who take retirement planning seriously, cutting through the confusion to build coherent and durable financial plans to deliver long-term security for the next stage of your life. There are several key reasons why our clients choose us: • We are financial planners: That means we put you before products. We will start by understanding you; your current financial concerns and challenges, as well as the aspirations and objectives you have for life. We’ll then put together a financial plan to deal with the short-term issues and deliver your longer-term goals. • We are independent: Only once we have built a financial plan will we, if necessary, consider financial products, which is where our independence really benefits our clients, allowing us to access the whole of the market. • We are local: Our offices are in Smithbrook Kilns. Our clients tend to live locally, too. In Bramley, Godalming, Wonersh or Guildford. Our position in the local community is important to us. We know that a reputation is hard won, and easily lost. That’s why we go the extra mile with each and every client. • Personal: All clients get my full attention, 100% of the time and you can be confident of my loyalty to you. I guarantee you will never be passed to a junior adviser as the business builds. • Focus: I concentrate on what I am good at; financial planning. This means I outsource tasks such as administration, allowing me to concentrate fully on the needs of his clients and delivering a truly personal service to people in the local community.
Offers available through VouchedFor
Contact Rupert through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rupert's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Bramley Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England & Wales. Company number: 09351340. Registered Office: 62a Smithbrook Kilns, Cranleigh, England, GU6 8JJ.