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Financial Advisors in Bordon

List of financial advisors & consultants in Bordon. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Custodian Wealth Management

Custodian Wealth Management

Farnham, Surrey, South East England, GU10 5HY (5.41 ml)

Custodian Wealth Management Ltd was set up in 2004 by Richard Sutcliffe and Branimir Gavrilovic, who are still the principal advisers. Our advisers are fully qualified and experienced to advise private clients, Trustees and businesses alike on all their financial planning needs. Our business has been built based on integrity, expertise, and an excellent service. less

Buxton Beresford Financial Planning

Buxton Beresford Financial Planning

Farnham, Surrey, South East England, GU9 7UG (5.72 ml)

Buxton Beresford are highly-regarded Independent Financial Advisers in Farnham, Surrey. Formed by a director, Mark Beresford in 2011, the practice works with a broad client base. This ranges from high-net-worth individuals to retired professionals and from new, entrepreneurial businesses to company directors. We have clients across the South of England in Farnham, Guildford, Woking, Haslemere and Ascot, London. less

Melior Wealth

Melior Wealth

Farnham, Surrey, South East England, GU9 7DG (6.79 ml)

For ten years, Harvey worked as a City based Financial adviser, predominantly at Merrill Lynch International Bank. In the City, Harvey gained his financial planning qualifications and experience. He then set up his own business, Melior Wealth in which he uses his skills, experience and knowledge to advise on investments, savings, pensions, insurance, inheritance tax, offshore matters and many other areas of financial advice. less

Financial Profiles

Financial Profiles

Farnham, Surrey, South East England, GU9 7LW (7.01 ml)

Financial Profiles Ltd have been providing financial advice to both private and corporate clients since 1990. We are directly authorised by the FSA under 432431 as Independent Financial Advisers. Many of our new clients are recommended to us by existing clients or other professional connections. Our advisers have a wealth of experience across all areas of financial planning. less

The Finsbury Group

The Finsbury Group

Farnham, Surrey, South East England, GU10 5BS (9.01 ml)

Finsbury International was formed in 2004 and originally based in Azerbaijan, primarily to provide better financial advice to the expatriates in the Oil and Gas industry. From that success operations developed into Europe initially with the creation of an office in Zurich in 2007. less

Stiles & Company Financial Services

Stiles & Company Financial Services

Petersfield, Hampshire, South East England, GU32 3LA (9.11 ml)

We are a family-owned business, run by husband and wife team Liam and Tracy Starley, who live in Petersfield with their three children. Liam is highly qualified, holding the 'Diploma in Financial Planning', the 'Investment Management Certificate' and the 'Certificate in Long-Term Care Insurance'. With over 15 years experience in financial services we know that the best results come from talking with clients face-to-face. less

Jones and Young

Jones and Young

Petersfield, Hampshire, South East England, GU31 4AD (9.15 ml)

Jones and Young are specialist mortgage brokers for the self-employed, company directors, contractors, and CIS workers. We understand the complexities of self-employed income and work with lenders who assess affordability using retained profits, net profits, or gross day rates — not just taxable income. This means you can remain tax efficient while still borrowing the mortgage funds you need. With access to lenders who accept one year of trading history or the latest year’s accounts, we make mortgages more accessible. We also provide equity release for clients aged 70+, helping unlock home value for income, family gifts, or lifestyle goals. less

Barrie Dean Financial Management

Barrie Dean Financial Management

Aldershot, Hampshire, South East England, GU11 3HE (9.22 ml)

Barrie Dean has been working in the financial services industry since January 1970, spending the first 13 years with two insurance companies before setting up as an IFA in March 1983. Since then he has been providing independent financial advice to both private and corporate clients. Barrie Dean Financial Management was established in November 2005 to offer personal, friendly advice to a wide range of clients, many introduced from existing clients and professional connections. less

AFL Financial Services

AFL Financial Services

Godalming, Surrey, South East England, GU7 1DS (10.56 ml)

Based in the market town of Godalming in the heart of Surrey, AFL Financial Services Ltd has been providing financial advice since 2001. With over 60 years' combined experience in financial services, we are confident in our ability to help you achieve your short-, medium- or long-term goals. Whether you require advice on which mortgage may be right for you, a long-term retirement/investment strategy or advice at retirement, we have an adviser to help you each step of the way. less

Medical Investment Services

Medical Investment Services

Godalming, Surrey, South East England, GU7 1DW (10.62 ml)

MIS is a small (but perfectly formed!) dedicated firm of independent financial advisers. We aim to provide the highest level of individual service to clients seeking advice on all financial matters. Our website has two fundamental aims. Firstly, to provide our existing clients with access to all the information they may need to get the most out of what we have to offer - including access to any information that may be relevant to their specific existing arrangements. less

MacKenzie Financial Management

MacKenzie Financial Management

Godalming, Surrey, South East England, GU7 1BB (10.74 ml)

MacKenzie Financial Management provides a comprehensive and professional service offering advice on a variety of products including pensions, investments, mortgages, life protection and inheritance tax planning. We offer the traditional values of high quality personal service and long-term relationships with our clients. We work on a fee or commission basis and all costs will be discussed at our initial meeting, which will be free of charge. less

Arch Financial Planning

Arch Financial Planning

Godalming, Surrey, South East England, GU7 1NN (10.78 ml)

Arch Financial Planning Limited is delighted to have reached the final four shortlist for New Model Adviser of the Year 2015 for the South East. The New Model Adviser Awards, now in their 10th year, are designed to reward the best in financial planning across the UK. Arch Financial Planning Limited is a Chartered Financial Planning company that was formed in 2003 but with a history dating back over a quarter of a century. less

Prime Time Financial

Prime Time Financial

Fleet, Hampshire, South East England, GU51 3JF (11.31 ml)

Prime Time Financial is here to help you take full advantage of that time, whether you have reached retirement yet, or not. As the local over 50's specialists we can provide straightforward advice on pensions, investments, Inheritance Tax, Equity Release, and other areas of concern at that stage of life. less

Money Ways

Money Ways

Farnborough, Hampshire, South East England, GU14 6EN (11.57 ml)

Established in 2000, we are small firm of Independent Financial Advisers with a focus on providing the best advice to corporate and individual clients. Providing tailored advice in clear and concise language to ensure all aspects are properly covered and fully understood. Our location allows us to conveniently serve Farnborough, Aldershot, Fleet, Ash, Yateley, Blackwater and Camberley areas. Clients are invited to our offices or we offer home visits for additional flexibility. less

Colin Holmes & Associates

Colin Holmes & Associates

Farnborough, Hampshire, South East England, GU14 6ET (11.58 ml)

Since 1982, we have been serving the needs of individuals and businesses, and our goal has been to provide quality insurance at competitive prices. As independent financial advisers, we are not tied to either an individual insurance company, or a group. Instead, we are able to offer you quotations and products from whole of market, to get you the best and most appropriate deal we possibly can. less

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Most of the usual clients of a financial advisor in Bordon 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 Bordon to help us get on the right pat. However, nowadays the clientele of a financial advisor in Bordon 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 Bordon. A financial advisor in Bordon 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 Bordon 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 Bordon.

Tip from a Financial Advisor in Bordon: Take Bigger Risks

You are maybe thinking that a financial advisor in Bordon in their right state of mind would never advise you on taking risks. However, the good financial advisor in Bordon 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 Bordon 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 Bordon: Invest in Yourself

Another important tip from a financial advisor in Bordon 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 Bordon 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 Bordon won’t get tired to tell you.

Tip from a Financial Advisor in Bordon: Follow Opportunities

Like literary, a good and experienced financial advisor in Bordon 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 Bordon 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 Bordon 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 Bordon and allow yourself all chances.