Aqua Financial Limited
AF
Financial Advisors
Aqua Financial Limited
Undy's Cottage, Hungerford RG17 0EJ
# Aqua Financial Limited
Aqua Financial Limited is an independent financial planning firm based in Hungerford, Berkshire, specialising in bespoke wealth management and financial advisory services. Operating under the trading style Kerridge Financial, they serve UK-based clients seeking tailored guidance across major life decisions and financial milestones.
The firm distinguishes itself through a deeply personal approach to client relationships. Rather than applying generic solutions, their team of highly qualified advisors invest time in understanding individual circumstances and objectives before crafting recommendations. This bespoke methodology extends across diverse client needs—from property purchases and children's education planning to comprehensive wealth management and retirement strategy.
What sets Aqua Financial apart is their commitment to holistic financial planning. Their process combines effective planning design, implementation, and ongoing review to ensure clients remain on track toward their goals. The firm is supported by experienced technical and service staff, enabling them to manage complexity while maintaining clarity in their advice.
The business operates with strong regulatory credentials. Authorised and regulated by the Financial Conduct Authority (FCA Register 605083), they hold credit broking permissions and maintain membership with the British Insurance Brokers Association (BIBA) and the Countrywide group. This regulatory standing provides clients with additional safeguards through Financial Ombudsman Service access for dispute resolution.
Their core philosophy centres on reducing financial stress for clients by handling planning complexities, allowing individuals to focus on their lives whilst maintaining confidence they're positioned for long-term financial security.
Aqua Financial Limited is an independent financial planning firm based in Hungerford, Berkshire, specialising in bespoke wealth management and financial advisory services. Operating under the trading style Kerridge Financial, they serve UK-based clients seeking tailored guidance across major life decisions and financial milestones.
The firm distinguishes itself through a deeply personal approach to client relationships. Rather than applying generic solutions, their team of highly qualified advisors invest time in understanding individual circumstances and objectives before crafting recommendations. This bespoke methodology extends across diverse client needs—from property purchases and children's education planning to comprehensive wealth management and retirement strategy.
What sets Aqua Financial apart is their commitment to holistic financial planning. Their process combines effective planning design, implementation, and ongoing review to ensure clients remain on track toward their goals. The firm is supported by experienced technical and service staff, enabling them to manage complexity while maintaining clarity in their advice.
The business operates with strong regulatory credentials. Authorised and regulated by the Financial Conduct Authority (FCA Register 605083), they hold credit broking permissions and maintain membership with the British Insurance Brokers Association (BIBA) and the Countrywide group. This regulatory standing provides clients with additional safeguards through Financial Ombudsman Service access for dispute resolution.
Their core philosophy centres on reducing financial stress for clients by handling planning complexities, allowing individuals to focus on their lives whilst maintaining confidence they're positioned for long-term financial security.
Services offered
Financial planningWealth managementMortgage adviceInsurance brokingRetirement planningEducation planningInvestment managementRisk protection planning