A comprehensive list of Surrey based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs.
recommended
We appreciate that everyone’s financial situation is unique to them and we spend a lot of our time with our clients, discussing their requirements in full detail to ensure we create a bespoke solution which is suitable for you personally. Making sure we never adapt to a “one size fits all” approach.
Nigel Kirby — I've worked with Leon for a few years now, who has at every step been professional and good quality in his approach to my
recommended
Founded in 1972, Rotherwood Insurance Consultants has been providing independent financial advice for nearly fifty years. Why use an Independent Adviser? An independent financial advisor can provide truly impartial advice. This means that we are free to select the best financial products for your needs from the whole market, and we are NOT tied or obligated to any specific provider. Key Philosophy
Carl McMullen — I contacted Rotherwood as I had numerous investments and needed help in making investment decisions and making them for tax
3D Financial Planning are a firm of Independent Financial Advisers based in Reigate, Surrey who provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of every aspect of your financial
Chris Ager — I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance
We're an independent financial planning firm advising clients in Surrey, London and across the country. Our advice spans the whole of the financial market, which allows us to help a wide range of people and circumstances. With decades of experience and a true passion for what we do, the Lloyd O'Sullivan team is perfectly set up to achieve great outcomes for our clients.
John Furness — I have been with Lloyd O'Sullivan for a number of years and Mick Findlay is my contact. The company is very professional
Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets. Simon Lewis, CEO of Partridge Muir & Warren, reflects on what happened to global financial markets in 2021 and sets out our expectations of 2022. He is happy to report on the favourable outcomes achieved by PMW clients and concludes that they can look forward to the year ahead
Bob Turnbull — PMW have been looking after our investments for 18 years. It is all handled very professionally and we have been very satisfied
At Hyde Financial Solutions we offer a professional financial and mortgage solutions service. We will review your existing arrangements and individual circumstances before tailoring our advice to meet your ongoing financial aims and ambitions. We take pride in delivering a high quality service to all of our clients, going that extra mile to make sure the whole process runs smoothly and as efficiently
Since 1987, we have been helping our clients arrange their finances in the most effective way. And, as a friendly, local Independent Financial Advisers, we can provide the same high standard of service to you, your family or your business. The first stage is for us to gain a full understanding of your current situation and your future goals.
We are Epsom and Ewell based Independent Financial Advisers and retirement specialists. Our purpose is to turn your assets (such as pensions) into a stress-free retirement with adequate income and confidence that you are doing the best you can. Our hand-picked team are all highly qualified, experienced and continually push for professional excellence.
How much cash would your family need to maintain their current lifestyle if you die prematurely?. Would you require a regular income or a cash sum if you suffered a serious illness or disability?. We hope you find the site both useful and informative. You can choose how we are paid for mortgages; pay a fee, usually 0.5% of the loan amount or we can accept commission from the lender.
We are an independently owned, family run, business based in Leatherhead and are dedicated to providing our clients with personal financial planning of the highest quality. We believe in delivering sound, impartial financial advice which is based on mutual trust, professionalism and approachability.