Best Financial Advisors in Addlestone

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Addlestone area.

Circadian Remuneration Management

Circadian Remuneration Management

Remuneration Management, New Business Processing, Configuration & Administration
“We started in 2017. We had so much to learn about running our own company, matching payments was not high on the agenda, even though you would have thought it should be one of the top 3 at least. Tim and his Circadian team had taken that pressure off...”
In Business Since 2014
INTELLIFLO Certified
Ruxley House, 2 Hamm Moor Ln, Addlestone KT15 2SA
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Saint James's Place Wealth Management

Saint James's Place Wealth Management

“Prior to joining the financial services industry, I spent over 25 years working for global IT companies. As a consequence, I have established many working relationships with senior executives. This has been due, in part, to the insight and understand...”
Offers Financing Options
Bourne Business Park, 5 Dashwood Lang Rd, Weybridge, Addlestone KT15 2HJ
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Mybenefitsatwork

Mybenefitsatwork

“Mybenefitsatwork and Secondsight are trading names of Foster Denovo Limited. Foster Denovo Limited is registered in England and Wales, Reg No 05970987. Registered Office: Ruxley House, 2 Hamm Moor Lane, Addlestone, Surrey, KT15 2SA. Foster Denovo Lim...”
Ruxley House, 2 Hamm Moor Ln, Addlestone KT15 2SA
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Apex Accountancy

Apex Accountancy

(16)
  • Team
  • Forensic
  • Stress
“I have now been with Apex for a year and they are absolutely wonderful. Prompt response to my queries, and a very efficient service. Rohit has been incredible in explaining things so well as this was my first time with tax returns as a self-employed...”
In Business Since 2021
1st Floor, Stockley Park, Office Suite 134 , Orega Serviced Offices, 4 Longwalk Rd, Uxbridge UB11 1FE
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Advantax Accountants

Advantax Accountants

(49)
Self-Assessment, CIS, Internal Auditing
“Highly recommend their services. We have tried other accountants before, however Advantax are the most accommodating & more than happy to assist you with any tax matters. Will recommend to all.”
12+ Years Experience
Coupons & Offers
Serving Addlestone Area
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Greenacre Financial Services

Greenacre Financial Services

(50)
  • Remortgage
  • Buy to Let
  • Solicitors
“Karl has been an amazing mortgage broker, he has helped secure 3 buy to let and a residental mortage, in a efficient and professional manner. Karl has supported us throughout the process and liased with the estate agent where necessay. I would unre...”
Emergency Services
Transparent Fees & Pricing
Serving Addlestone Area
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Business Startup, Trust Accounts, Representative Visa
“Sameer and his team are by far,very professional and approachable.easy to reach over the phone and always willing to help,they are always there when I need them, I must say they are well organised,knowledgeable and proactive. I highly recommend Asma...”
Transparent Fees & Pricing
Family Business
84 High St, Berkshire, Slough SL1 1EL
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Business accounting, Oasis Umbrella  , Individual Accounting
“The service I received and still am receiving from Sumandeep and Kamakshi at Oasis until my tax matter is successfully concluded is absolutely brilliant. They are both so attentive and diligent to following up my tax matter plus so thorough in their...”
Offers Financing Options
Free Initial Consultation
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“First Wealth have been supporting us with several elements of our financial affairs for around a year and I am delighted with the service we have received. The advice is always clearly explained and the team are extremely helpful and responsive, no m...”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Zinga Financial Services

Zinga Financial Services

(50)
Home Insurance, Personal Protection, Investments & Pensions
“Extremely professional service. We contacted Ms Seema Babber for mortgage advice, and she instantly knew the best solution and deals for the situation. She was very efficient throughout the process. We have had a great experience and thoroughly re...”
In Business Since 2021
Transparent Fees & Pricing
1st Floor, 192 High St, Uxbridge UB8 1LB
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Financial Planning, Mortgage Planning, Protection Planning
“I had the pleasure of Emily sorting my mortgage, after another company/advisor took forever. Emily took the bull by the horns, pulled all the information from my accountant, sorted all the forms and dealt with estate agent too. Through her speedy wor...”
Transparent Fees & Pricing
Serving Addlestone Area
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Xplus London - South London Accountants

Xplus London - South London Accountants

(50)
Accountancy, Registered Office, Tax Services
“XPlus is an outstanding accountancy firm. Their communication, support professionalism and customer care have been fantastic. I would highly recommend their services and a special thanks to the boss Abdul and his wonderful staff especially Krystal wh...”
In Business Since 2017
Free Initial Consultation
Serving Addlestone Area
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Mortgage, Protection and Insurance, Remortgage
“I would highly recommend you work with Charlotte Emery she is an absolutely amazing person who is very dedicated to her job and helping the clients find good mortgages as well as going above and beyond to help the clients. I have had the pleasure of ...”
14 Chertsey Rd, Woking GU21 5AH
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(50)
  • Team
  • Expertise
  • Knowledge
“I have recently taken out my mortgage with Mark at Michael Usher and I could not be happier! Both Mark and Steph followed my whole journey from initial discussions all the way through to getting my keys. They are on the ball, super responsive and car...”
In Business Since 2015
Family Business
Serving Addlestone Area
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(50)
  • Options
  • Informative
  • First Time Buyer
“We recently used Mark to secure a mortgage on our new home. Mark was extremely helpful; always available to take our phone calls or e-mails and provided clear and relevant advice to every question or issue that we raised. I would not hesitate to re...”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Glazers Chartered Accountants

Glazers Chartered Accountants

(50)
Personal Tax, Cryptoasset Tax, Tax Tools
“We have used Glazers as our accountants for a number of years and the level of service is fantastic. Gaby and the rest of the team are so efficient and always happy to answer the many questions I have! Highly recommend.”
843 Finchley Rd, London NW11 8NA
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Clever Financial Services

Clever Financial Services

(50)
Who We Are, Privacy Notice
“Clever financial services incredibly helpful throughout the whole process. This is my first mortgage and we don't know much about the process and they explained everything in a way that was easy to understand. They responded extremely quickly to our ...”
Serving Addlestone Area
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Biz Accounting

Biz Accounting

(50)
  • Team
  • Tax Return
  • Email
“I have been with Biz Accounting for many years now both for my consulting and property company. They take care of Client very well when it comes to filing taxes on time, right advice w.r.t HMRC rule changes etc . It has been hassle free support till ...”
In Business Since 2013
Free Initial Consultation
Serving Addlestone Area
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Financial Partnership

Financial Partnership

(50)
Accounting, Contractors, Making Tax Digital
“I have been working with The Financial Partnershop as our accountants for over 15 years and it has always been a pleasure. Mr Shah and his team are highly professional, very responsive and always deliver their work on time. I can highly recommend thi...”
Vision House, 3a Dee Rd, Richmond TW9 2JN
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Hazelwood Financial Services

Hazelwood Financial Services

(50)
  • First Time Buyer
  • Financial Advice
  • The Future
“We've been incredibly impressed with the help provided by Dave in securing a new mortgage for our house move. In addition to finding the best deal, Dave walked us through the application process and helped simplify the mortgage minefield by breaking ...”
Coupons & Offers
Serving Addlestone Area
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Pennymatters

Pennymatters

(49)
Investments, Mortgages, Retirement Planning
“Pennymatters and Kate Mihell have been looking after use for many years. The latest re-mortgage was seamless and very easy with Kate helping us with great advice and a very professional services. I have recommended Kate to friends and family and al...”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Globe Independent Financial Advisors

Globe Independent Financial Advisors

(49)
  • Mortgage
  • Attention
  • Explanation
“Super happy with the service Used globe as a mortgage broker, James was super helpful, really open, really appreciated his open and honest advice. Was very proactive throughout in terms of communicating and always on hand to help, even advising us o...”
200+ Years Experience
Transparent Fees & Pricing
Serving Addlestone Area
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Crystal Financial Solutions

Crystal Financial Solutions

(50)
  • Team
  • First Time Buyer
  • Family
“Vijay was incredibly helpful throughout the whole process and helped us secure a mortgage in a matter of weeks. He answered all our questions and we're absolutely thrilled with what we've secured. At last minute, we requested him to change the terms ...”
Serving Addlestone Area
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • First Time Buyer
  • Work
  • Solicitors
“Romeo dealt with our transaction seamlessly. It was a very long sale process for us from start to finish but Romeo was always on hand to answer any of our questions throughout the whole time period. He was very fast at responding to queries about cha...”
1 Queen Caroline St, London W6 9YN
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Retirement Planning and Investment Management Services in Addlestone Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 317 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 317 cost profiles.

Why these companies made our list

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