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Financial Advisors in Banstead

List of financial advisors & consultants in Banstead. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Unleash Equity Release

Unleash Equity Release
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5.0
1 Reviews

Brighton, East Sussex, South East England, BN1 1UR (7.2 ml)

Unleash Equity Release provides specialist advice for people looking to get more from their retirement by unlocking the equity from their property. As members of the Equity Release Council, our team prides itself on their a holistic approach to retirement planning. We strive to give all customers a fair, unbiased and efficient way of raising the money they need. less

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PY Financial Services

PY Financial Services

Banstead, Surrey, South East England, SM7 2DG (1.55 ml)

At PY Financial Services we specialise in most types of mortgages from Residential, to Buy to Let, to Commercial. We have access to the whole of the market place to ensure you are getting the right product to meet your requirements. Another big important part of PY Financial Services is PROTECTION, whether that be Life Insurance, Critical Illness, Buildings & Contents, Landlord Insurance, or protecting your income with Income protection. less

Sound Financial Advice

Sound Financial Advice

Sutton, Surrey, South East England, SM2 5NL (2.28 ml)

Sound Financial Advice Ltd was established by Peter Colah, an Independent Financial Adviser with over 20 years' experience in the Financial Services' industry. We are based in Surrey and provide advice to clients from all over the UK. Certificate in Mortgage Advice and Practice (CeMAP). He is also a member of The Personal Finance Society (PFS). This new body is part of the one hundred year old Chartered Insurance Institute group and supports that Institute's Code of Ethics and Conduct. less

Mortgage Life & Pensions

Mortgage Life & Pensions

Sutton, Surrey, South East England, SM2 6BX (2.39 ml)

Established in 1983, MLP are specialists in financial planning for private and company clients. MLP operate both a restricted and Independent model for clients. Before transacting any business your advisor will tell you which model is being used. All Financial Advisors within the company are required to pass specified examinations set by the Chartered Insurance Institute. Whilst also having to meet stringent regulatory requirements set down by the Financial Conduct Authority. less

Key Benefits

Key Benefits

Carshalton, South London, London, SM5 3LB (2.79 ml)

Key Benefits Ltd is delighted to announce it has merged with Sterling McCall Wealth Management. The merger will enable us to continue providing our small company brand of personal hands-on independent financial advice and management services, but with the backing, resources and security of a major and growing force in financial services. less

Kenley Financial

Kenley Financial

Purley, South London, London, CR8 5JD (2.89 ml)

Jerry has worked in financial services for over 25 years, including for a number of insurance companies until 2008 when he joined Kenley Financial Ltd as Director. Jerry is a member of the Personal Finance Society and is a Chartered Financial Planner. Steve joined the business as a Director in June 2014 having worked in a number of positions for a leading insurance company for over 15 years, including senior management roles. less

Monetary Solutions

Monetary Solutions

Purley, South London, London, CR8 2BR (2.89 ml)

It's about making sure you have the funds to carry out your dreams and aspirations and take care of any eventualities should anything happen to you along the way. Just as you might instruct a personal trainer to help you achieve your sporting goals, a financial planner can be used to help you fund your personal goals. Without goals, you don't know where you are heading. However, some people find that goals can be hard to set. less

James Weir Financial Services

James Weir Financial Services

Carshalton, South London, London, SM5 3AP (3.36 ml)

James Weir Financial Services LLP was established in 1997 by Stephen James and Brendan Weir. Coming from a banking and insurance background with a combined industry experience of over 35 years, the company is well placed to assist with all aspects of financial planning. The main ethos of the business is to provide a quality service to our clients. less

Optima Financial

Optima Financial

Carshalton, South London, London, SM1 4LA (3.42 ml)

We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. At Optima Financial we pride ourselves in listening to your needs and providing you with bespoke advice in the timescale you demand. Financial health is integral to almost everything you aspire to achieve in the future, and we believe we can help you attain your goals. less

C & D Financial & Insurance

C & D Financial & Insurance

Carshalton, South London, London, SM5 2PT (3.45 ml)

We specialise in providing you with quality, professional financial advice that you can trust. Whatever your particular requirements, whether it be a mortgage, remortgage, buy to let, or protection against accident, sickness or death we can ensure that we find the best solution for you. less

Cheam Financial Planning

Cheam Financial Planning

Sutton, Surrey, South East England, SM3 8BU (3.56 ml)

As first time buyers we felt that everything was clearly explained and we were able to call/email any questions at any time and always got a quick response. The stressful process of buying a house and organising a mortgage was made much easier by Cheam Financial planning. less

Murray James Associates

Murray James Associates

Sutton, Surrey, South East England, SM3 8BH (3.57 ml)

James Murray Associates was founded in 1986 and we are delighted to have celebrated our 25th year as Independent Financial Advisers in Cheam Village. We are very proud of our long heritage and being a well-established company is important. However, it is equally important that your chosen adviser can continue to work with you for the long term. This is where we feel we can offer a genuine advantage to our clients. less

Formula

Formula

Selsdon, South London, London, CR2 6EB (4.27 ml)

Formula has a reputation built upon two main foundations: independence and service. We believe that trusted, prompt service is still key to a successful business, hence we offer new clients the opportunity to get a verbal or written reference from an existing client. less

Mayfair Financial

Mayfair Financial

Epsom, Surrey, South East England, KT17 4PF (4.3 ml)

At Mayfair Financial we assure our clients that they will always receive a very high standard of advice. We recognise from the outset that your mortgage is probably your largest monthly financial commitment and for that reason we take time to ensure that any solution, especially devised for you, is the most suitable to meet your own circumstances. less

Cadogan Wilson

Cadogan Wilson

Epsom, Surrey, South East England, KT19 8AD (4.37 ml)

We are completely independent with no ties to any financial institution. We have no external shareholders to compromise the ethos of the firm and are accountable solely to our clients and the Financial Conduct Authority. Over a number of years Cadogan Wilson has built up a reputation locally as the firm to consult on Inheritance Tax mitigation. less

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Most of the usual clients of a financial advisor in Banstead would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Banstead to help us get on the right pat. However, nowadays the clientele of a financial advisor in Banstead is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Banstead. A financial advisor in Banstead is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Banstead is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Banstead.

Tip from a Financial Advisor in Banstead: Take Bigger Risks

You are maybe thinking that a financial advisor in Banstead in their right state of mind would never advise you on taking risks. However, the good financial advisor in Banstead knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Banstead would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Banstead: Invest in Yourself

Another important tip from a financial advisor in Banstead you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Banstead will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Banstead won’t get tired to tell you.

Tip from a Financial Advisor in Banstead: Follow Opportunities

Like literary, a good and experienced financial advisor in Banstead can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Banstead knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Banstead would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Banstead and allow yourself all chances.