0330 038 8942
Based in Tunbridge-Wells
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
Last checked: 26 March 2025
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
12
Recent Client Reviews
Louise has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louise has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 04 December 2024
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.
11
Qualifications Uploaded
Louise has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Louise has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Louise has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Louise has provided information on their typical fees
Louise has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Louise (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Louise
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Louise (based on 12 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
Last checked: 26 March 2025
Louise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louise's status
12
Recent Client Reviews
Louise has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louise has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 04 December 2024
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.
11
Qualifications Uploaded
Louise has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Louise has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Louise has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Louise has provided information on their typical fees
Louise has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Louise (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Louise
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Louise (based on 12 first impressions)
I'm Louise Fitzgerald, a fully qualified Independent Financial Adviser (IFA) in Tunbridge Wells, Kent. I'm dedicated to empowering my clients to reach their financial dreams, whether it's retiring comfortably, owning their dream home, or launching a successful business. I have over a decade of experience in the financial services industry and am qualified to advise on a wide range of financial products and services, including: - Financial planning: charting a course towards your financial aspirations, empowering you to save, invest, and achieve your financial goals - Wealth management: optimising your financial strategies to maximise your wealth potential and providing personalised financial guidance aligned with your unique needs and goals - Investment management & savings advice: comprehensive investment advice tailored to your risk tolerance and financial objectives, helping you navigate the diverse investment landscape - Pensions & retirement advice: navigating the complexities of retirement planning, considering your desired retirement lifestyle, risk tolerance, and investment objectives, paving the way for a financially secure retirement - Protection: providing comprehensive financial protection solutions tailored to the unique needs of individuals, families, and businesses, safeguarding their assets and ensuring their financial well-being - Tax planning: harnessing the power of tax allowances and exemptions to minimise your tax burden and maximise your financial well-being - Estate planning services: ensuring your wealth is transferred to your loved ones with minimal tax implications through strategic estate planning As an independent financial adviser, I'm dedicated to providing my clients with unbiased, personalised advice that is tailored to their unique financial goals and circumstances. I am committed to understanding the unique financial circumstances of each client, taking the time to delve into their individual goals and aspirations before crafting a personalised financial plan that effectively guides them towards achieving their objectives. My approach to financial planning is not a one-time endeavour but a continuous journey, as I regularly review my clients' financial plans, offering ongoing support and guidance to keep them on track towards their financial objectives. With a decade of experience in the financial services industry, I have established myself as a trusted independent financial adviser, crafting financial plans that have helped countless individuals and families achieve their financial goals. When I'm not immersed in the world of finance, I enjoy curling up with a good book, maintaining an active lifestyle, immersing myself in captivating films, and cherishing precious moments with my husband and our two young children. While I'm based in Tunbridge Wells, my reach extends far beyond, serving clients throughout Kent, Sussex, and beyond. Initial meetings are entirely complimentary and can be held via Zoom, at your residence for maximum convenience, or at our office in Tunbridge Wells. Together, we can navigate the complexities of finance and achieve your financial goals. Contact me today for a free consultation.
Offers available through VouchedFor
Contact Louise 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 Louise's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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Clients' level of financial expertise
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