country wealth is an independent financial planning practice providing face-to-face services to clients across the south of England and telephone & online advice to customers throughout the uk.

we work hard to empower our customers to achieve their financial goals through expertly tailored, approachable, independent financial advice.

Our Commitment To You

Asset 3


We ensure that all advice is provided by a highly experienced Chartered Financial Planner

Asset 1


We passionately believe in the benefits of independent financial advice. This means that we are able to help our customers achieve their goals by accessing the very best financial products and services from across the whole market.

Asset 2

Transparency & Value

After your free consultation, we will agree any advice fees in writing before we start working on your behalf.

Our fees are based on the level of complexity and time it will take to provide the advice.

You can choose for the fees to be paid via the investment or product provider. Alternatively, they can be paid directly by yourself or your business.

We do not charge any fees for personal insurance advice, as we are remunerated by the product provider.

Asset 1

Ongoing support

Over time, it is likely that your priorities, needs and circumstances will change. This is why we work hard to ensure that you have the ongoing support you need to keep your financial goals on track.

Our ongoing review service provides us with an opportunity to discuss any changes in your circumstances, financial legislation and the overall suitability of your current holdings.

Conducting regular reviews will also provide an opportunity for us to analyse the performance of your investments to ensure that they remain competitive against their peers. Where necessary, we will recommend adjustments to your holdings so that they continue to meet your needs.

Asset 3

Financial Strength and Protection

Country Wealth are proud to be an appointed representative of 2Plan Wealth Management, one of the UK’s leading providers of financial advice. This allows us to provide our customers with a personable customer experience, whilst also benefiting from the shared resources, financial strength and protection of a major wealth management firm.

The Benefits of our Partnership Include

Access to products and services at discounted rates
Expert analysis from highly qualified, independent investment committees to ensure a modern and premium offering of investment solutions
Comfort in knowing that the quality of our advice is reviewed on an ongoing basis by an FCA regulated, national wealth management provider
Market leading technology, which allows our customers from across the UK to receive secure remote financial advice

“Our customers benefit from the security that comes with dealing with a national provider, whilst receiving a personal service from a business that truly values every individual relationship”

Chris Poynton,  PRINCIPAL and Chartered Financial Planner