We’re independent financial advisers and we specialise in good, solid financial advice backed up with years of experience. Whether it’s personal or for business - we aim to give you independent, clear, jargon-free advice that's right for your circumstances.
FINANCIAL PLANNING & WEALTH MANAGEMENT
YOUR TAILORED FINANCIAL ADVICE
Define Wealth voted a New Model Adviser® Top 100 firm for 2016. The Top 100 highlighting the best independent wealth management firms in the UK.
How your investments perform today could affect your future financial well-being. Our comprehensive investment advisory service will help you make the right decisions for your circumstances and attitude to risk.
Find Out MoreInheritance tax affects an increasing number of families. So whether you are deciding who will benefit from your estate, or whether you are expecting to inherit, it’s important to plan carefully.
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Registered Address: 298 High Street, Dorking, RH4 1QX. Registered in the UK. Registered No: 06547507. Define Financial Planning Limited T/A Define Wealth is authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate taxation and trust planning, inheritance tax planning, some forms of estate planning and some forms of savings.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints 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 or by contacting them on 0800 023 4 567.
t: 01737 888110
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