Chiswick Wealth Planning

Chartered Independent Financial Advice

We take a very personal approach to help you achieve your financial and lifestyle goals. Our focus is on providing pension and investment advice to individuals and their families.

Chiswick Wealth Planning has built a strong reputation in Chiswick, Ealing and across West London. Our client base has grown organically, predominantly through client recommendations and referrals from other professionals, such as Accountants and Solicitors.

Our service is independent, as we are not tied to any one financial institution. The first meeting is at our cost and together we will review your current position, discuss your goals and create a financial plan for the future. Further meetings are potentially subject to charges.

Retirement Planning and Pension Advice

We specialise in helping you plan for the retirement you want, whether that be in the short term or in 20 years’ time.

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Investment Planning

Whether reviewing your existing investment portfolio or planning how to deal with an inheritance, you may well benefit from professional investment advice.

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Estate Planning and Inheritance Tax Mitigation

We work with many of our clients to plan their estate to help maximise legacies they wish to leave to their family.
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What our clients say

I feel that the advice I have received is very well tailored to my circumstances, and is an excellent match to the risk/opportunity I am looking to take. The fees charged seem to be low compared to other advisers I considered, and I don't feel I could have received better and more personal service elsewhere.
There is nothing that Alex could have done better! We started our discussions before the Covid lockdown but we continued to discuss our needs and reach a plan using video conferencing. I just wish we had spoken to him sooner!
Alex has already saved us money, made us money and got us in a much better shape financially to start planning our retirement.
I just wanted to say a big “Thank You” for your great service delivery to my big problem which is now on point to being finally resolved. I really did appreciate your approach which was very professional, thorough and thoughtful with my needs paramount to all considerations as well as maintaining your professional integrity at all times. I felt your professionalism was clearly demonstrated by your approach and methodical manner in dealing with my request, ensuring that you assessed all my expectations/needs to gain the best outcome for me.
What could Alex have done better? I honestly can't think of anything. Advisers I have had in the past have tended to have a solution in mind irrespective of my requirements or outlook. Alex listens intently and comes up with options and strategies that are much more closely tailored to my needs.
My first time using a financial adviser. Being Chartered was one of the things that drew me to Alex and looking at online reviews - which I must say were spot on. I must admit I was daunted at the prospect of contacting all the pension companies and looking where to invest my funds. Alex listened to my circumstances and what I wanted to achieve. He explained all options to me, very patiently and in a language I understood! He took all the hard work out of it and just left me with making decisions on the results he had achieved.
I feel that the advice I have received is very well tailored to my circumstances, and is an excellent match to the risk/opportunity I am looking to take. The fees charged seem to be low compared to other advisers I considered, and I don't feel I could have received better and more personal service elsewhere.
There is nothing that Alex could have done better! We started our discussions before the Covid lockdown but we continued to discuss our needs and reach a plan using video conferencing. I just wish we had spoken to him sooner!

Vouchedfor.co.uk rating 4.9/5 based on 75 reviews

Contact Us

Building 7, (Level 5),
Chiswick Park,
566 Chiswick High Rd,
London W4 5YG

Tel: 07961 622797
Email: alex@chiswickwp.co.uk

Reviews and Ratings for Financial adviser Alex Smith, London

Chiswick Wealth Planning is a trading name of Corbel Partners which is authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Registered number: 05280582.

Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

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