Culverhouse & Co Chartered Accountants & Chartered Financial Planners
Culverhouse & Co Chartered Accountants & Chartered Financial Planners is a professional firm located in the United Kingdom. They offer a range of financial services including accounting, tax preparation, financial advising, and investment management. With a team of certified public accountants and financial planners, Culverhouse & Co is dedicated to providing their clients with expert advice and personalized solutions.
Introduction to Culverhouse & Co Chartered Accountants & Chartered Financial Planners
Culverhouse & Co Chartered Accountants & Chartered Financial Planners is a well-established company located in Bromley, England. Founded in 1981, the company has been providing top-notch financial services to its clients for over 40 years. What makes this company unique is their team of highly experienced certified public accountants and financial advisors who work together to provide comprehensive financial solutions to their clients.Services & products
Culverhouse & Co Chartered Accountants & Chartered Financial Planners offers a wide range of financial services to individuals and businesses alike. Their services include tax preparation, financial planning, investment management, retirement planning, and much more. They also provide expert advice on complex financial matters such as inheritance tax planning, trusts, and estates.Location
The company is located on High Street in Farnborough, Orpington, which is a bustling commercial area filled with various businesses and shops. The area is easily accessible via public transportation, with the Farnborough Station, Orpington Station, and Petts Wood Station all located within a 2-mile radius.Benefits
Culverhouse & Co Chartered Accountants & Chartered Financial Planners is a trusted name in the financial industry, with a proven track record of delivering excellent results to their clients. The company takes a personalized approach to financial planning, tailoring their services to meet the unique needs of each individual client. They also offer competitive pricing and a commitment to transparency, ensuring that their clients are always fully informed about their financial situation.Good to know
Customers should be aware that Culverhouse & Co Chartered Accountants & Chartered Financial Planners is a highly specialized firm that focuses solely on financial services. While they may not offer other services such as legal advice or insurance, they are experts in their field and provide top-notch financial solutions to their clients.Reviews
Customers rave about the excellent service provided by Culverhouse & Co Chartered Accountants & Chartered Financial Planners. They praise the team's expertise, professionalism, and attention to detail, noting that they feel confident and secure in their financial planning with this company. Many customers have been working with the firm for years and recommend their services to others.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance services
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budgeting assistance
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credit counseling
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bookkeeping services
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audit representation
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online services
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free consultation
FAQ
What are your qualifications and credentials as a Certified Public Accountant?
We are a team of Chartered Accountants and Chartered Financial Planners who hold various certifications in accounting and finance. Our team members are highly experienced and have extensive knowledge in the field. We also keep ourselves updated with the latest industry trends and regulations to ensure that we provide the best possible service to our clients.What types of investment options do you offer?
We offer a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We work closely with our clients to understand their investment goals and risk tolerance, and then provide tailored investment solutions that align with their objectives.What are your fees and how are they structured?
Our fees vary depending on the services we provide and the complexity of the work involved. We offer competitive pricing and are transparent about our fees. We typically charge an hourly rate or a fixed fee, depending on the nature of the project. We provide a detailed fee structure to our clients before starting any work.How do you ensure the confidentiality and security of my financial information?
We take the security and confidentiality of our clients' financial information very seriously. We have strict protocols in place to ensure that all data is kept secure and confidential. We use advanced security technologies and software to protect our clients' information from unauthorized access, theft, or loss. We also have internal controls and policies in place to ensure that our team members adhere to the highest standards of confidentiality and data protection.What is your process for monitoring and adjusting investment portfolios?
We have a rigorous investment monitoring process in place that involves regular reviews of our clients' portfolios. We monitor market trends and economic conditions to identify opportunities and risks that may impact our clients' investments. We also work closely with our clients to understand their changing needs and adjust their portfolios accordingly. Our goal is to ensure that our clients' investments are performing optimally, and that their portfolios are aligned with their long-term goals and risk tolerance.Reviews
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LEXUS
Terrible first impressions from the owner John who's obviously stuck in a time warp and hasn't moved on. I had great expectations from this company but they should just stick to book keeping. I made an appointment to discuss estate planning and was severely aggressively interrogated tactessly with attitude. Although I furnished him with all my financial balances he seemed more interested about how I was dressed, how I was able to afford my house, how I spent and made my money, my personal life and history. This guy is a typical nosey accountant asking questions over and above what was really required at the time but very reluctant to answer questions of mine. He wanted a copy of my passport before becoming a client,I politely refused and was almost thrown out. I got the impression maybe there really wasn't much he could offer and wasn't interested although he offered to send some suggestions. I attempted to shake his hand on leaving trying to keep it friendly but completely ignored me and showed me the way out. How on earth it escalated like this is beyond me. John mate your past your prime try to get that big chip of your shoulder.
18-04-2023
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Christopher Shaw
The Culverhouse team are excellent, they have provided us a very professional service and even recouped owed funds.
18-06-2020
