Client Centric Wealth is an Independent Financial Advisory Practice, based in Surrey and launched in January 2014. Our philosophy is reflected in the name of our business and we genuinely believe that ‘every one of our clients is special and their needs will always come first'.
Our approach is to be patient, listen first and understand your circumstances, your plans for the future and what is most important to you and your family. Our confidential and secure processes aim to give you peace of mind and provide the attention to detail you deserve through simple and clear communications.
We are here to provide you with the essential knowledge and expertise you require to make sound financial decisions at key times in your life. We would welcome the opportunity to share our proven financial strategies with you, confident that we can help you to maximise the efficiency of your family’s wealth over time.
Independent Chartered Financial Planning Services / Telephone: 01932 567079 / Email:
Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority. FSR number 705758.
Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth Efficiency Service Limited, 4th Floor, The Northern and Shell Building,
10 Lower Thames Street, London, EC3R 6AF
Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited
Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested.
INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.