Money Matters: Discover the Best Financial Advisers in Surrey

Get expert financial guidance in Surrey with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Surrey who suits your needs.

Find financial advisers near you
Partridge Muir & Warren Ltd is an award-winning chartered financial planning firm providing bespoke financial advice and wealth management services to individuals, families, and businesses. With over 50 years of experience, our expert team offers personalized financial planning, investment management, and wealth management solutions tailored to each client's unique needs. Our dedicated approach ensures long-term relationships and successful outcomes for our clients.
The reviewers have been extremely satisfied with PMW's professionalism, support, and personal touch.
N/A
Not rated yet
Profile Phone
3D Financial Planning is a firm of Independent Financial Advisers based in Reigate, Surrey, providing independent financial advice to individuals, trustees and business owners to help them build, manage and protect their wealth. Our services include financial planning, retirement planning, investment management, tax planning, insurance and protection, and equity release.
The reviewers praised the company's excellent customer service, personalized financial planning, trust, and expertise.
N/A
Not rated yet
Profile Phone
Hearnden Associates is a leading independent financial advisory firm providing tailored financial solutions to individuals and businesses. We offer a wide range of services, including investment, retirement, pension, and mortgage advice, as well as financial protection and tax planning. Our experienced team of experts provides personalized guidance to help clients achieve their financial goals. Whether you're planning for retirement, seeking investment advice, or looking to protect your assets, we're here to support you every step of the way.
N/A
Not rated yet
Profile Phone
At Price Ferguson Wealth Management, we provide independent financial advice to help you make informed decisions about your financial future. Based in Guildford and Farnham, Surrey, our team of experienced financial advisers will work with you to understand your financial goals and develop a personalized plan to achieve them. Whether you're planning for retirement, looking to grow your wealth, or seeking inheritance tax advice, we're here to provide expert guidance every step of the way.
N/A
Not rated yet
Profile Phone
Fairway Independent Financial Advisers Ltd is a firm of financial advisers based in Surrey, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives. As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. We provide advice and help following a personal / business financial review which can take place at a convenient time and place.
The reviewers praise Fairway IFA's expertise, trustworthiness, and excellent team performance.
N/A
Not rated yet
Profile Phone
Anderson Sinclair & Co LLP is an independently owned, family-run business based in Leatherhead, offering high-quality financial planning and investment advice to clients across Surrey, including Leatherhead, Guildford, Kingston, Weybridge, Cobham, and surrounding areas. Our team of experienced advisers provides personalized, impartial advice to help individuals and families achieve their long-term financial goals. We believe in building trust, professionalism, and approachability with our clients. Our services include pension advice, financial investment advice, mortgages, and more. Contact us today to learn more about our services and how we can help you plan your financial future.
N/A
Not rated yet
Profile Phone
Ferguson Wealth Management is an independent financial adviser providing bespoke financial advice to individuals in London, Surrey, and surrounding areas. Our expert team offers personalized guidance on mortgage, pension, and investment planning, as well as wealth preservation and creation strategies. We take the time to understand your goals and priorities, tailoring our advice to meet your unique needs. Our independent approach ensures unbiased and reliable recommendations, helping you make informed decisions about your financial future.
N/A
Not rated yet
Profile Phone
Evelyn Partners is a financial services company providing a wide range of services including financial planning, investment management, tax planning, and auditing. Our team of experts helps individuals and businesses achieve their financial goals through personalized advice and tailored solutions. With a focus on wealth and tax advice, our services cater to individuals, businesses, and charities. Find out more about our services and how we can help you plan for your financial future.
Reviewers express significant disappointment and frustration with the company's performance, citing a lack of effort, poor customer service, unclear communication, and unfulfilled expectations.
N/A
Not rated yet
Profile Phone
At Greysmere Associates Limited, we are an independent financial advisory firm based in Hindhead, Surrey, offering impartial and professional advice to individuals and corporate clients for over 25 years. Our team provides a comprehensive range of services, including wealth management, pensions and retirement planning, investments, family protection, mortgages, equity release, later life advice, business advice, wills and trusts, and tax and estate planning. We pride ourselves on our friendly, yet professional approach, and strive to provide the highest possible standards of service to our clients, treating them fairly and with transparency.
N/A
Not rated yet
Profile Phone
Anderson King is a fully independent financial planning business, providing expert advice to private clients and small to medium sized businesses. With decades of experience, they build long-lasting relationships built on trust, helping clients to understand the world of finance and achieve their personal financial goals. Their team of experts provides independent financial advice, taking the emphasis away from their clients and putting it in the hands of a trusted expert. They use the latest technology to deliver professional advice, combining traditional values with a modern service. Their size allows them to be flexible and dynamic, making them the ideal partner for clients seeking personalized financial planning.
N/A
Not rated yet
Profile Phone