Fletcher Associates was formed by Carl Fletcher
Carl is fully authorised, and qualified to provide truly independent financial advice; he is a member of Chartered Insurance Institute and The Personal Finance Society. Prior to becoming a directly authorised Independent Financial Adviser in 2006 he was a partner with St.James’s Place Wealth Management and prior to this held senior management positions in various parts of the country with a national life assurance company.
This has provided him with over thirty years experience in the financial services industry. Carl has also gained the Chartered Institute of Insurers Certificate in Equity Release to help provide solutions around Home Equity Release planning.
Jade Fletcher joined Fletcher Associates Financial Services Limited in January 2006 having over 3 years experience managing estate agencies both here and abroad. She is studying for her Diploma in Financial Planning. Jade provides administration support and is committed to providing a high quality of service to clients.
Carl Fletcher believes that the best financial advice is independent advice.
I recommend products and services offered by leading companies in every field – without bias. My loyalties are to my clients.
Great emphasis is placed on professional competence and integrity. I am required to sit professional examinations and undergo continuous training to keep abreast of latest developments in the financial services industry.
You probably find, like many people, that in your business and private life you seldom find time to examine your financial affairs in depth. You become preoccupied with the day-to-day running of your lives
You may find it hard to keep the whole of your financial picture in view. Like a jigsaw puzzle, the more pieces you have, the harder it is to see where you are. From taxes to investments, from life assurance to pensions, you may currently have several advisers whom you consult on fragmented areas of your financial life.
Even when your responsibilities reduce, i.e., at retirement, the need for financial planning does not go away.
Fletcher Associates is committed to providing professional and independent advice and maintain impartiality by not being backed or supported by outside institutions.