Independent Financial Advice with a Personal Approach

Preserve | Protect | Grow

Financial planning shouldn’t feel complicated or intimidating. At Armstrongs Wealth Planning, we offer approachable, independent advice focused entirely on what’s right for you, your family, and your future.

Whether you’re preparing for retirement, building wealth, or reviewing your existing plans, we help simplify the process, giving you clarity, confidence, and a plan tailored around your life and ambitions.

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Personal Service

Clear, straightforward advice from people who know you.

Independent By Choice

Independent advice, focused entirely on what’s right for you.

Business Owner Specialists

Helping business owners turn success today into security tomorrow.

Our Team of Experienced Professionals

Meet the Team

Our team has over 30 years of combined experience, delivering excellent returns for our clients

Stewart Warden

CeMAP, DipFA

Director & Independent Financial Adviser

Heather Warden

CeMAP

Administrator

Kara Spencer

Administrator & Trainee Mortgage Adviser

Alex Carruthers

CeMAP, DipFA

Independent Financial Adviser

Our Values

Integrity

We do what we say and always put our clients first.

Respect

We listen, communicate openly and value everyone we work with.

Charitable

We give our time and support to causes that matter to us.

Accountability

We take ownership, keep our promises and get things done.<br>

Professionalism

We hold ourselves to high standards in everything we do.

Growth

We never stop learning, developing and looking for ways to improve.

Our Charity Work

We are incredibly proud of our charity partnerships with both local and national charities.

Bumba

Armstrongs were delighted to help obtain a charitable grant, to support the Bumba Foundation in its mission to create lasting change in Uganda. The funding helped support the charity’s ongoing work, which focuses on providing educational opportunities, vocational training and sustainable community development projects in some of the country’s most disadvantaged regions. Through a combination of schools, skills centres and community-led initiatives, the Foundation helps young people and families build brighter futures while promoting long-term self-sufficiency and resilience.

The Bodie Hodges Foundation

“The funding received through the support from Armstrongs will help The Bodie Hodges Foundation continue to provide free support to families in the early days following the death of their child or sibling. The specialist support we provide following the death of a child helps families to develop resilience skills, facilitate conversations around death and learn ways to cope with their grief. Grieving for a child is lifelong but thanks to this funding we can help families to rebuild and remember so that they can find ways to carry their child’s memory into their future” Ruth Johnson Fundraising and Events Manager

Hinckley Round Table

Stewart has been involved in Hinckley Round Table since 2019, taking on the role of Charman in 2023. The charity works to raise funds through various means but is most recognised for its Santa Sleigh, which visits the community in Hinckley and its surrounding areas each December. All funds raised are distributed to those in need and other good causes in the Hinckley area.

Menphys

Menphys is a local charity with offices based in Leicestershire that provides a range of specialist services to support children and young adults with additional needs and disabilities, and their families. The charity has been supporting families across Leicester and Leicestershire for 50 years, striving to give young people equal choices, equal opportunities to allow them to live ordinary lives. We are working with Menphys regularly throughout the year and are a member of their sports networking club.

LAMP

Armstrongs is proud to support LAMP (Leicestershire Action for Mental Health Project) through its business networking lunches and speaker events, helping to raise awareness of the vital work the charity undertakes across Leicestershire. LAMP provides independent mental health advocacy, information and support to individuals and families navigating mental health challenges, ensuring people have access to the guidance and representation they need. By regularly supporting and promoting these events, we help increase the charity’s visibility within the local business community, encouraging engagement, fundraising and greater awareness of mental health services available across the region.

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Investment Strategy

Matching the investment, the risk and the potential for growth. We’ll help you to plan a suitable investment strategy

Pensions

We can help consolidate your existing pensions in to a single high-return investment product with beneficial rates.

SIPP and Specialist Investments

Purchasing your commercial property through your pension is a tax efficient investment method for business owners