# Arrundale Financial Planning

Arrundale Financial Planning is an independent wealth management practice based in Warwick, serving individuals and small to medium-sized businesses across Warwickshire, Oxfordshire and Birmingham. Founded by Fay Arrundale, a Chartered Financial Planner with an MBA from Warwick University Business School, the firm specialises in creating comprehensive financial plans tailored to clients' unique circumstances and aspirations.

Fay brings over 25 years of experience, having previously held senior corporate strategy roles at global banks before transitioning to financial planning. Her background in education and personal finance—including authoring a book on teaching children financial independence—underpins her philosophy: helping clients manage their finances so they can focus on what matters most.

The practice works specifically with people who recognise the importance of financial planning but lack the time to maintain and update plans independently. Arrundale Financial Planning takes on this responsibility, providing ongoing support and regular reviews.

What sets them apart is their personal, relationship-focused approach. Rather than offering one-size-fits-all solutions, Fay dedicates time to thoroughly understanding each client's current situation, values and long-term goals. This deep understanding forms the foundation of robust, actionable plans. Combined with her professional credentials as a Chartered Financial Planner and partnership with St. James's Place—one of the UK's leading wealth management organisations—clients receive guidance from a genuinely qualified, ethically-aligned adviser committed to their financial wellbeing.