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Financial Advisors in Surrey

List of financial advisors & consultants in Surrey. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Medical Investment Services

Medical Investment Services

Godalming, Surrey, South East England, GU7 1DW

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

AFL Financial Services

AFL Financial Services

Godalming, Surrey, South East England, GU7 1DS

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

Alliott Graham Brown

Alliott Graham Brown

Guildford, Surrey, South East England, GU1 3DL

Alliott Graham Brown Financial Planning Ltd is the financial planning arm of Alliotts, Chartered Accountants and Business Advisors. Graham Brown companies can trace their routes back to 1929 and Alliotts even further. Our advisers have an average of over 30 years experience in financial services and our dedicated administration team is similarly experienced. less

The Finsbury Group

The Finsbury Group

Farnham, Surrey, South East England, GU10 5BS

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

Chord Ifa

Chord Ifa

Woking, Surrey, South East England, GU21 4RE

You have found us because you are looking for sound, independent financial advice. Whatever your needs, getting professional, impartial advice can help you cut through the hype and the jargon and make the right decisions for your situation. At Chord IFA all our advisers are chartered financial planners dedicated to providing advice specific to your individual needs. As Independent Financial Advisers, Chord IFA has no ties to any single product provider or supplier. less

Heritage Independent Mortgage Advisers

Heritage Independent Mortgage Advisers

Guildford, Surrey, South East England, GU1 2RD

At Heritage IMA we offer a professional mortgage solutions service and by reviewing your individual circumstances in conjunction with the whole market place we can tailor make a mortgage to suit your needs. In addition to the mortgage sourcing we will also provide you with very competitively priced protection plans to suit your chosen requirements. less

Shorestone Financial

Shorestone Financial

Betchworth, Surrey, South East England, RH3 7BZ

Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is committed to treating its customers fairly. This is achieved by providing an innovative and cost effective approach to personal financial advice. Our business is based on trust and building long term value to our clients. Our staff are client centred, advice focused and not product driven. less

Libra Financial Planning

Libra Financial Planning

Woking, Surrey, South East England, GU22 7AG

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. less

PY Financial Services

PY Financial Services

Banstead, Surrey, South East England, SM7 2DG

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

Laithwaites

Laithwaites

Woking, Surrey, South East England, GU22 7UY

Laithwaite Financial Services Ltd is a firm of Independent Financial Advisers, based just outside the town of Woking in Surrey. We provide impartial, holistic financial planning for people from all walks of life. We are proud to be different; we don't follow industry trends and we are not trying to grow our business at the expense of everything else. Our approach is the product of more than twenty years' experience. less

Ward Williams Financial Services

Ward Williams Financial Services

Weybridge, Surrey, South East England, KT13 8RN

Ward Williams Financial Services Ltd was originally established by Ward Williams Chartered Accountants (Ward Williams Ltd) as a separate company to provide Independent Financial Advice to its personal and business clients, as well as its professional connections. Ward Williams Financial Services Ltd is owned by the principals of Ward Williams Ltd and Ward Williams Financial Services Ltd. Ward Williams Financial Services Ltd (WWFS) is authorised and regulated by the Financial Conduct Authority. less

Messer & Matthews Ltd IFA

Messer & Matthews Ltd IFA

Guildford, Surrey, South East England, GU1 4UX

We are an entirely independent, family owned business which has been established in Guildford for 50 years. We offer a very high level of expertise and many years of experience. We can review your existing financial situation and give you a realistic assessment of your likely needs or focus exclusively on specific issues requiring advice. In either case, you will need to set aside some time to talk to us - the first one-hour consultation is free. less

Integrity

Integrity

Chobham, Surrey, South East England, GU24 8RQ

Founded in 2002, the practice has grown steadily. We now assist in both personal and corporate financial planning, helping you make the most of your journey towards building a secure financial future. All initial consultations are free of charge and without obligation. We hope that you, like many of our existing clients, will enjoy working with our friendly and personable advisers, and look forward to helping you recognise and achieve your financial goals. less

CP Financial Solutions

CP Financial Solutions

Horley, Surrey, South East England, RH6 9LW

We are Independent Financial Advisers, here to help and guide you through your financial needs in life. From the excitement of buying your first home, protecting you, your income and assets, the numerous forms of investment including pensions, ISAs, school fees and many more, tax planning to Equity Release, as your needs and circumstances change we will work with you - we feel it is important to establish on-going relationships with our clients, be they individuals, families or businesses. less

Partridge Muir & Warren

Partridge Muir & Warren

Esher, Surrey, South East England, KT10 9QY

We provide financial planning and wealth management for a range of clients, including private individuals, families, professionals and charities.

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

Tip from a Financial Advisor in Surrey: Take Bigger Risks

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

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

Tip from a Financial Advisor in Surrey: Follow Opportunities

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