Financial planning is about creating a roadmap for your future, tailored to your unique needs and aspirations. At Culverhouse & Co, we pride ourselves on offering a personalised, research-driven approach to help you navigate the complexities of financial planning with confidence.
Don't just take our word for it:
"We realised we were at the stage of life where we needed to review our finances; it's a bit more complex for us as we run our own business and need to separate personal and business finances. We took the plunge and Claire Wise of Culverhouse worked with us to carry out an in depth review which led to clear, sensible recommendations. We're really looking forward to working with her in the future; she's helpful, friendly, proactive and look at things from our point of view. Thanks Claire!"
- a lovely review from a valued client of ours, David.
Step 1: Getting to Know You
Our process starts with a no-obligation conversation. This initial stage is entirely at our expense, allowing us to understand your financial situation, aspirations, and how we can help. During this meeting, we’ll also clearly explain how our services are charged, ensuring complete transparency.
Step 2: Understanding Your Goals and Creating Your Plan
We work closely with you to gather all relevant information, including details from your current financial providers, to build a comprehensive Fact Find document. Using this, we create a bespoke Initial Strategic Review - a tailored plan outlining the steps needed to achieve your objectives.
Step 3: Implementing Your Plan
Once you approve the recommendations in your Strategic Review, our team handles all the practicalities. Whether it’s setting up a pension, optimising your savings, or re-aligning your investments, we ensure every action is executed seamlessly.
Step 4: Ongoing Monitoring and Support
Financial planning doesn’t end with implementation—it’s an ongoing process. Through regular reviews and 24/7 access to your secure Personal Finance Portal, we keep you informed about your financial picture. Whether you want to adjust your plan or simply have a question, our team is always just a phone call away.
A Global Perspective Backed by Expertise
While we are locally based for your convenience, our approach is global.
Risk Profiling: We use the world’s most academically validated psychometric tools to assess your risk tolerance, capacity for loss, and investment needs.
Research-Driven Investments: Our recommendations are backed by international insights and research from specialist investment fund providers.
Compliance and Protection: A dedicated UK-based compliance team ensures your financial plan is secure and aligns with the latest regulations.
Why Choose Culverhouse & Co?
In 2025, financial planning requires a forward-thinking approach. Our combination of personalised service, cutting-edge tools, and global insights ensures that your financial future is in expert hands.
Ready to take control of your financial future? Contact us today to start building a plan that works for you.
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