Financial Planning – Group Rapport – Weybridge, Surrey

Page Contact Info
Group Rapport Weybridge Surrey Financial Planning Services
Group Rapport Weybridge Financial Planning Services

Your finances simplified

We are a Weybridge based financial planning business and provide a coherent financial structure to help you achieve your objectives. We work with businesses & high net worth private clients; our specialist teams are focused on providing services tailored to the specific needs and circumstances of each.

Group Rapport Weybridge - Financial Strategy


Professionals in control of your investments, with over 100 years collective experience
Group Rapport Weybridge Elmbridge - Financial Strategy


We have built thousands of financial plans and will construct a bespoke financial strategy for you
Family Financial Planning - Group Rapport Weybridge Elmbridge Surrey


We are experts in inter-generational planning, considering the finances of your whole family
Financial Plannining Services - Expert Team - Group Rapport Weybridge Elmbridge Surrey


Rest assured, with Group Rapport you have an entire team in your corner working tirelessly on your behalf

Group Rapport Weybridge Financial Planning Services

Our Approach

We deliver a proactive and bespoke advice service, based on a long term relationship with our clients.

We will start by analysing your circumstances and discussing your objectives.

Wealth & Tax Planning - Financial Planning Services - Weybridge Surrey based Group Rapport

How We Work

For some of our clients ‘long term relationships’ quite literally means we work across all generations of the family. With a broader view across the family and future generations it is possible to ensure the wealth of the ‘Grandparents’ is handled in the most tax efficient manner, preserving wealth for future generations, whilst making certain that our clients still enjoy the fruits of their forward planning and hard earned savings, now.

In addition to working closely with your financial architect, you will also have a dedicated point of contact within our client services team who will assist you with the day to day issues.

Group Rapport Weybridge Financial Planning Services

Personal advice

It’s Called ‘Plain Speaking’

Fuzziness. There’s a lot of it about in financial services. Not to mention jargon, complexity and confusion.

It’s hardly surprising, therefore, that financial planning is considered complicated, or that people don’t always grasp the significance of the financial decisions they make. All in all, we don’t feel comfortable with that! However, there is a way of dealing with that situation…it’s called plain speaking.

As financial advisers, you expect us to increase, manage and protect your wealth. But that’s not our only responsibility: we must also explain clearly and precisely how we intend doing that.

For that reason, communication is a key element of our service.

We work hard to avoid misunderstandings and strive for clarity. Aiming to keep explanations concise by taking things one step at a time.


When we first meet, you’ll want to know about the scope of our service, the benefits you can expect, our qualifications, how we charge and the principles we subscribe to.
Group Rapport Weybridge Financial Planning Services

Businesses - Employee Benefits

From small family firms through to larger companies; looking after your staff is important.

Our approach is to work with you to design a tailored benefits package that is valued by your employees and will consequently support staff recruitment, retention and motivation.

Staff Benefit Schemes - Financial employee packages for Companies & other Businesses

Staff Benefit Schemes

It’s proven that employers with staff benefit schemes in place will gain an advantage over those that don’t. Employees are more motivated, display greater loyalty to the business and personal performance improves.

Benefit schemes help attract key potential employees and can be the deciding factor when deciding between offers of employment.

We’ll work with you to establish the correct blend of benefits for your team. This will then be combined into a bespoke personally branded booklet, further helping staff to identify with your brand and value those benefits as part of your contribution.

Group Rapport Weybridge Surrey Financial Planning Services
Group Rapport Weybridge Financial Planning Services

Contact Group Rapport - Financial Planning Services, Weybridge, Surrey

The combined skills and experience of our senior management forms the basis of a formidable team for our clients’ benefit. Contact the team to see on a more personalised level how they can help individuals with their personal finances or businesses.
Group Rapport is a trading style of Bromwich Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority – FRN: 149889.
Registered in England under no 02656267. Registered office address: 26 The Point, Market Harborough, Leicester, LE16 7QU. Bromwich Financial Planning Limited is part of Truinvest Limited.
Bathroom and Kitchen Renovations - Weybridge Elmbridge Surrey & South West London by Home To Improve
Locker 27 Athletic Development Gym at Weybridge Trading Estate Addlestone
Weybridge Surrey Financial Planning Services - Group Rapport
Wellers Auctioneers Chertsey Surrey
Weybridge Charity helps Weybridge residents in financial need with Emergency Aid and Christmas Grants