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Demonstrating our value to individuals and businesses

We have been providing independent financial planning advice to clients across the North of England and Scotland for many years, and our aim is to always ensure that we provide real value to the individuals and businesses we work with.

Barry Maxey, Director and local fundraiser, Carlisle

"It was a big relief to me when I could come into one meeting and have all the experts in one room and it was the best use of my time.

One of the key reasons for choosing Armstrong Watson was the confidence knowing that they were going to be proactive and we were going to have regular meetings and discussions about my portfolio.

It’s the value which Armstrong Watson Financial Planning team put into the plans to enable me to achieve my financial goals for the long term."

Barry Maxey, Director and local fundraiser, Carlisle

Read Barry Maxey’s story

For more information about how we can provide real value to you and your business:

Call: 0808 144 5575

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Barry Maxey, Director and local fundraiser, Carlisle

Ben Pepperell, Chief Executive, Hull

Ben Peters, Managing Director, Harrogate

Tony Woodhouse, semi-retired, Bedale

More client testimonials

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Audit is a trading style of Armstrong Watson Audit Limited.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

MyRetirement is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.