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Fletcher Associates
 
 
Overview: 

Fletcher Associates is a privately owned independent practice offering financial planning advice of the highest quality.

We are a firm of Independent Financial Advisers (IFA’s) based in Ripon, North Yorkshire. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

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.

Our business is dedicated to providing quality Independent Financial Advice, across a broad spectrum of individual interests from across the entire marketplace. These range from mortgage and protection arrangements, through to individually tailored investments, retirement and wealth preservation solutions.

Client loyalty is the foundation of our practice and we recognise the importance of our existing clients support. Once we have gained this support, we work hard to maintain it by providing a highly personal and professional service. We find that this not only helps to meet the needs of our clients, but also provides reassurance to our various professional introducers, with whom we work closely.


 
 
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