Introducing Financial Planning

Please click here to download our document: Introducing Financial Planning and Wealth Management Service. To request a copy please call 0808 144 5575 or email:

Free Pensions Guide

Pension changes mean new options at retirement and the choices can be bewildering. Great care should be taken. Click here for your free essential guide to the new Pension Freedoms.

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How much are your total assets worth including your property + investments/savings? Contact us for #IHT #advice:
1 hour 22 min ago
Lots of #ads in the timeline this afternoon
2 hours 26 min ago
RT @NapthensOnline: Many thanks to everyone who attended our #Employment seminar with @AW_Wealth at @TheVillaLevens yesterday.
3 hours 24 min ago
You only need to employ just one person to be subject to #autoenrolment rules so contact us for any #advice
3 hours 25 min ago
#BankHol Monday approaching. Our Twitter account won't be monitored that day
4 hours 35 min ago


Rather than take our word for it, have a look at what some of Armstrong Watson Financial Planning clients say about us here.

I’d like to say again how much I have appreciated the help and advice I’ve received from both David Squire and you. My wife will attest to the fact that I don’t often come off the phone after a “business” conversation in quite such a positive spirit – if there were such a thing as an Academy of Good Telephone Practice, I think it could learn from your exemplary ways!

Howard Duthie

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Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW

The content on this website should not be considered as an invitation to invest or be inferred as investment advice. The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a reliable indicator of future results.

Think carefully before securing debts against your home. If you do not keep up mortgage repayments your home may be repossessed.