Wealth Management & Financial Planning in Croydon & Surrey

Accumulate wealth and plan for your financial future.

Based in Croydon, covering the whole of Surrey.

Wealth Management & Financial Planners in Croydon & Surrey

My wealth management and financial planning clients come from a range of backgrounds and have unique circumstances, and financial objectives. Typically, in my experience, clients simply want to gain clarity on their financial future and accumulate wealth over time.

My approach to financial planning and wealth management is tailored to your needs, clear and focused on positive outcomes aligned to your needs. I will work with you to create a wealth or financial plan, developed specifically for your individual circumstances.

Looking for guidance and specialist advice? Contact me today for a free 1-hour consultation.

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A trusted, local wealth adviser & financial planner covering Surrey

Providing the highest level of customer service is paramount to creating long lasting relationships.

Trust, integrity, and honesty are all values I adhere to when working with my clients.

With dozens of reviews from local individuals, with Sterling & Law, you finances and financial futures are in safe hands.

Andy Norrington IFA Fiancial Adviser Surrey

Wealth Management for individuals, families and business owners

My bespoke wealth management service helps those looking to accumulate wealth, or recieve an income from their investments.

Typically we work with families, individuals, and business owners, who require an expert to manage their wealth, whilst they focus on their day to day lives.

Whether you are at the start of your journey, or looking t support in managing your investment portfolio I am here to help.

What does a wealth planner do?

A specialist wealth planner will work with you to understand your goals and will formulate a bespoke plan.

Have you asked yourself the following? Wealth planning is complex and detailed. Here are some things you would be wise to ask yourself:

Are you looking to accumulate wealth?
Are you looking for income from your investments?
What is your attitude to risk?
How about succession planning – who are your beneficiaries?
What is your current IHT position?
Is your spouse or partner likely to outlive you?
Is now the right tie to start passing on an inheritance?
What do you want your financial legacy to be?

Wealth Management: The investments I manage for my clients

Some of the investments & strategies that formulate an effective wealth plan include:

Pensions & retirement planning
Investment funds
Business property relief
Venture capital trusts (VCTs)
ISAs
Business & personal protection policies

Financial Planning

Financial planning is critical to achieving many of your life and wealth goals.

Typically, when working with my financial planning clients , they are looking to secure their long-term financial future through savings and investments and protect themselves from life uncertainties.

Effective financial planning offers individuals the clarity they need to fully understand their current financial position, and what they need to do to secure their futures.

What does a financial planner do?

The benefits of working with a local financial planner are vast. An experienced financial planner will work with you to:

Protect your and your family’s finances
Plan your spending and saving
Find the right mix of investments for your needs
Provide an objective assessment of your current position
Keep you on track through regular contact, and yearly reviews

The different types of financial planning I offer

Some of the investments & strategies that formulate an effective wealth plan include:

Private school fees planning
Long term wealth planning and management
Pensions advice and retirement planning
Estate and inheritance tax (IHT) planning
Business protection policies
Reactive financial planning during times of adversity

Customer testimonial

Have a read of some of my recent customer testimonials.

Andy is very approachable and explained everything in a very down-to-earth way that was easy to understand.

Andy has been really concise and clear about options available, has responded quickly and patiently with questions and generous with his time.

Andy listened to our needs and took onboard our circumstances and preferences to set a plan that will put us in a better position than we are at present.

Local, experienced wealth management & financial planning specialist

As an FCA-regulated, financial planner and wealth management professional, I work with individuals and families from a range of backgrounds. Typically, I work with those looking to accumulate wealth, and plan for the financial futures they desire.

Everything starts with a conversation, contact me today for a free no-obligation meeting or call.

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Andy Norrington, Independent Pensions Adviser

As a financial planning and wealth adviser, I offer independent, impartial financial advice to a range of individuals and families. My independence means I am not tied to any provider or scheme and work to the customer’s specific needs and requirements.

My areas of focus and expertise cover: