Welcome to Ambrose Fisher Chartered Financial Planners
We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice set by the CII. It means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
We are directly authorised by the FCA and members of SIFA, who are part of the SimplyBiz group - the largest supporter of directly authorised advisers, supporting over 5,000 advisers across some 2,100 firms.
We provide a bespoke, high quality financial planning and advisory service to you and look to build a long term professional relationship. We will also work closely with your other professional advisers, such as your solicitor or accountant, to ensure your affairs are managed in an holistic manner.
Our clients are typically retired, or planning for their retirement, and are looking for guidance and practical assistance in meeting their long term personal and financial objectives.
We are first and foremost financial planners and IFAs second. By this we mean that we concentrate on the financial planning aspect of your needs first and always and only once these needs have been agreed do we progress, where necessary, as IFAs to obtaining the most suitable products or services from all those available.
We charge you fees for the work that we do, whether these be fixed project based fees, hourly rates or percentages of assets involved.
You can read further about our financial planning services and how we charge for our work in the 'about us' section of our website.