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Arch Financial Planning Limited (Arch) is an award-winning company, providing independent financial advice and personal financial planning. 

Arch is proud to be a Chartered Financial Planning Company and was formed in 2003 but with a history dating back over a quarter of a century. 

Based in the village of Cranleigh, Surrey, Arch specialises in advising individuals on their personal financial planning. 

The company was named New Model Adviser of the Year for the South East region in 2010 and in 2013 was awarded the corporate status of Chartered Financial Planners.

Our team of advisers can provide advice on a wide range of financial planning situations and we have specialist advisers for pensions, investments and care fees funding.

We put a lot of store by educating our clients and Arch was the first winner of the Professional Adviser Baillie Gifford Financial Education Award in 2008.  The results are seen in the many testimonials on the consumer ratings website VouchedFor.co.uk.  In January 2014 we were named by them Best Independent Financial Adviser Firm in Surrey.  Unfortunately due to the increasing commercialisation of VouchedFor we will no longer receive such accolades in future.

Arch was one of the early users of online investment platforms in 2000 (Cofunds, FundsNetwork and Skandia) and then moved on to use the Nucleus Wrap, being only the 17th IFA firm in the UK to do so.  Arch is now a member of the Best Practice IFA Group Ltd network and has access to a wide range of online investment platforms.
 
We have developed an investment proposition involving acknowledged expert organisations to carry out all of the vital aspects of the management of our clients’ investment portfolios.  Portfolios are rebalanced quarterly and we keep clients informed of the capital gains being created within their portfolios so that appropriate action can be taken to minimise these.  We believe that our investment proposition adds real value to our clients' portfolios.

Founding director, Arthur Childs, is a member of the Nucleus Advisory Board and chaired the Nucleus Practice Development Group for five years before the number of users made it necessary to set up regional meetings.  Arthur now chairs the London meeting of the Nucleus Practice Development Group.  He is a Chartered Financial Planner and a Certified Financial Planner.

The company has recently received investment from an international company unrelated to the products we advise on.  Under our new managing director, Rod Stewart, we will be expanding our team of advisers with the aim of becoming a centre of excellence for the provision of financial advice in Surrey and the surrounding area.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Arch Financial Planning Limited is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. 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.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 595270. Arch Financial Planning Limited is registered in England, no. 04600308.