About Us

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

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.

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.

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.

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.