Financial planning & wEALTH MANAGEMENT
Is Your Money Working For You?
Good financial advice is about one thing. Your future. You need to know that your money is doing what it always should: providing for the future you want.
That’s what we do.
We don’t focus on what money is. We focus on what it can do for you.
Financial Planning in London
Your Future, Your Plan
Financial planning can be confusing, but it doesn’t have to be. Not with our help and advice.
Because it’s not really about the money is it? Or your wealth. They’re not your end goals, they’re just the way to get there.
It’s about the future. Your future. The future you want.
And it’s our job to get you there. To help you understand what your goals are and build the plan to bring this to life.
Find Your WealthPath™
Arkenstone helps you live a happier, financially secure life.
Everyone is different. Every future is different. Let us help you plan yours with our unique approach.
Start planning for your future
Based in Putney, we work with clients all over London including Fulham, Wimbledon, Richmond, Wandsworth, Southfields and Surrey.
Shaping Futures
Tax & Future Income
I’ve been lucky enough to have had Simon's help and advice for a number of years. My investments are performing, tax on my estate has been halved and having a financial plan leaves me feeling confident and reassured.
Suzanne Esquerdeiro
Surrey
Retirement Planning
Simon took the time to understand our goals and financial needs and put in place a plan for our future. We’ve now worked with Simon for five years and in that time, he’s taken away all the worry of thinking about our finances.
Mark & Linda Hayman
Wimbledon, South West London
Financial Security
Finances and tax affairs became complex, and options my bank provided were limited. Simon’s expertise provided reassurance about my family’s long-term financial security. Highly recommended for those in a similar position.
Daniel West
Buckinghamshire
Financial Planning Services
How We Do It
At Arkenstone, we understand money and the decisions you need to make to create a worry-free future. We’ve been advising people for more than twenty years. And with our technical expertise in investments, pensions and tax planning, we’ll find the right path for you.
Pensions
Pensions can seem very complicated. We’ll show you how they’re actually simple, tax efficient ways to save for your future. We'll help you find options that work for your retirement plans.
Inheritance Tax
Plan ahead and start early. That way we can help you reduce your inheritance tax liability over time, so that more of your estate ends up in the hands of your beneficiaries, not the state.
Protection
Life is unpredictable and even the best financial plan can be easily derailed by unforeseen events. We’ll help you plan for troubled times to give you and your family complete financial security.
Investments
With so many different ways to invest, we’ll create an investment strategy that you’re comfortable with and delivers the returns to set you up for the future.
Mortgages
With an ever changing marketplace of special offers and rates, we help you find the mortgage that’s right for you. We'll work on securing you the right deal and leave you to plan the move.
Nobody likes talking about money
Except us.
We'll ask the right questions that help us recommend the right investments, plan for your future and reduce your tax obligations.
We’ve been doing it for over twenty years. We’ve put huge smiles on the faces of hundreds of clients. And we’ve secured the futures they’ve always wanted.
Start planning for your future
Based in Putney, we work with clients all over London including Fulham, Wimbledon, Richmond, Wandsworth, Southfields and Surrey.
Providing for the Family
As my career, finances and tax affairs became more complex, the services offered by my bank felt limited and not quite up to scratch. But with Simon’s expert advice, I feel very confident about my family’s long-term financial security and highly recommend him to those in a similar position.
Daniel West
Business and personal tax planning in Buckinghamshire
Copyright © 2019 Arkenstone Wealth Management Ltd.
Arkenstone Wealth Management Ltd is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. Arkenstone Wealth Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 620850.
Registered Address: 155 Elsenham Street, London, SW18 5NZ. Registered in England & Wales No.: 08918640.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financialombudsman.org.uk.