Find clarity in financial planning
Fryer Glass is an independent financial planning consultancy with over 30 years’ experience. We provide two distinct services: Financial Review gives you a clearer picture of your financial situation and the positive steps you can take to achieving your current and future lifestyle and financial goals. Financial Implementation offers expert financial advice relating to pensions, insurance, investments, inheritance tax and financial paperwork.
Why Fryer Glass
Independent Financial Planners
Experts focused on your financial future
Fryer Glass is an independent financial consultancy based in Surrey. We help you identify and understand the strengths and weaknesses of your financial position – and what they mean in practical terms. It’s all about helping you focus on your financial goals, and explaining the steps you can take to achieve them.
A clear path to your financial goals
Fryer Glass applies a proven five-stage process for getting your financial plans clarified and into effect. At every step, we keep you fully in the picture, and as involved in your personalised plan as you choose to be.
To begin clarifying your current situation, and to start helping you achieve your financial goals, we’re happy to meet you somewhere convenient for an initial conversation. Or we can just as happily discuss your requirements over the phone or by email. Whichever you prefer, this is free, comes with no obligation, and takes about an hour.
Based on our initial discussions, we then give you a bespoke financial questionnaire to complete and return. This gives us a much clearer understanding of your financial situation and the things you’d like help with.
We then process and analyse the information you’ve given us, using powerful financial software to build a detailed and accurate picture of your current financial position and what you want to achieve.
Now it’s time for us to present your current and projected financial status to you, with full explanations and recommendations for how to address the key financial issues we’ve identified together. This normally takes two to three hours.
Then it’s time to start implementing the plans we’ve agreed, and to start working together towards the goals we’ve set with you. Any financial products we recommend to you will be accompanied with a detailed suitability letter, with the cost for any additional work quoted upfront. We will only proceed with your authorisation. And of course, we’ll be keeping you updated and informed every step of the way.