Trustworthy Advice
We aim to be your Adviser of choice for the Rickmansworth, Chilterns and North West London area
We take our time to understand and correctly identify your individual financial goals, so we can put in place a structured but flexible approach to improve financial stability and prosperity. Ours isn’t a ‘sign the papers and bye-bye’ business. We aim to play the long game, provide on-going reviews as your circumstances change over time and make suitable recommendations when required.
We’re about individuality, and a very personal service so we’re available to talk, almost anytime. Meetings are scheduled to suit you, daytime or evening, before, during or after work, your home, our offices or Caffe Nero – whatever works for you.
We don’t charge for initial client appointments, which doesn’t impact on products or services recommended to our clients.
Clarity of information means all aspects of our advice are always fully discussed. As much time as you need is taken to make sure you completely understand and are comfortable with every detail along the way.
Client confidence depends on us fulfilling expectations and this is central to our business practice. We advertise our services accurately, clearly and fairly.
Frog’s a local company, working with and within the local community so our reputation is solidly built on the satisfaction of our clients and our business has grown significantly through word of mouth and most of all, client recommendation.
Our role is to provide you, our clients, specialist advice. We are dedicated to helping you make informed choices.
Meet the team
We are made up of a vibrant team of experts offering financial advice
Prior to becoming a financial adviser, Craig spent 26 years in the Advertising industry in central London, where he worked at a very senior level and was very well paid too, but ultimately wasn’t fulfilled by the role.
Craig says “It’s my job to help, but it’s my duty to ensure my clients assets are appropriately protected by advising on the most relevent asset protection solutions for our client’s needs.”
Craig advises on a comprehensive range of asset protection solutions, which means Frog Wealth Management represents you, the client, not the bank or solicitors. Craig explains “our competitors are the high street solicitors and banks, but they are only authorised to provide limited advice, therefore they are not able to provide impartial advice”.
The role was fast moving and the extensive experience she gained has taught her clear organisational and client management skills.
Ruth explained “I was delighted to find that these hard-won skills transferred very well into the financial services industry, so this has really helped me look after our clients needs.”
In 2015 Danielle looked to expand her responsibilities and career opportunities by working for a large Estate Agency Group, and was successful in securing a new role as a Senior Sales Negotiator with The Frost Partnership, a network of 15 offices across Buckinghamshire, Berkshire and Middlesex.
During her time with The Frost Partnership, Danielle gained a great understanding of the property market and excellent client interpersonal skills.
Danielle joined Frog in the spring of 2017, after carrying out training for this new role in her own time, working as an Adviser for Frog Wealth Management and also providing paraplanning and administrative support duties for Frog Financial Management clients.
Some of our happy customers
