Best Financial Advisors in Addlestone

“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...”

“We've had great service from Asmat and Co for many years. They are prompt and proactive. I have been using Saleem, who has been amazing and making sure I do everything on time and always has time for me to answer all my questions however silly they m...”

“Chris was simply amazing at providing mortgage advice. Full of patience and so happy and willing to answer any (potentially silly) questions I had at any stage of the process and never pressured me to make any decision that wasn't wholly my own. Gina...”

“Very helpful …nothing too much trouble for Louise We changed our minds so many times and she was very knowledgeable and helpful all the way through We got there in the end Thank you … great service Would definitely recommend”

“I have used Porter Garland for a number of years now and have always received first class advice from Amanda and her team. Their knowledge is extensive and they have advised me on more complex issues surrounding property and capital gains tax to stra...”

“Used Strax and Alan Cahill to recover money we invested in Spanish property the FSCS were very reluctant to payout but after persisting over four years we turned it around and won. Great service and support throughout.”

“I have been working with Lloyd and his team for many years now (>20) and have always found the advice I have receieved to be measured, detailed, evidenced based and very informative. Having just had my annual review (March '23) with Lloyd, personally...”

“Bray Wealth Management have been my financial adviser for many years and have always provided sound financial advice. The office is efficient, friendly and always helpful.”

“Couser Accountants Limited are diligent, highly professional and caring accountants. Recently I had a complex foreign income tax situation where I have been living and working as a sole trader / freelance between the UK and Spain for many years and n...”

“I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Sco...”

“"I instructed David from PK Group to undertake the due diligence and general accounting advice relating to my purchase of a chain of children's day nurseries. His work has been simply outstanding. It is our view that he far, far exceeded his duty or ...”

“I used the filing service for £199. Was better than the service I received from other firms that charge a fortune. Will stay with them”

“Taisha has helped a couple of my clients through my work as a Divorce Coach. The feedback has been excellent - Taisha has explained their finances clearly, simply and given them clarity so they can start to understand what their financial future loo...”

“I have been using David for a few years now, what can I say. A very nice man who cares and who in my view is streets ahead of the last two financial advisers I have used. I am now enjoying a comfortable secure retirement in some part due to his excel...”

“Clinton has been a client of mine, at Adviser Office and moneyinfo for more than 20 years and he has been my financial adviser for nearly all this time. His job is to look after my money, so I can enjoy it, which he does very well. I count him as a f...”

“My wife and I were introduced to Strategic Wealth through a long-standing family friend, who has been availing of their financial planning services for some time. Although our tenure as clients spans merely six months, we are thoroughly impressed by ...”

“I wanted to express my heartfelt thanks for your outstanding support in arranging life insurance for my husband and me. Your expertise has given us a peace of mind, especially as parents to our young children. From our first meeting to finalising ...”

“I reached 55 and wanted to move my various company final salary pensions into a SIPP. I also had the complexity of a pension in the Netherlands which I was looking to move into a UK SIPP. Alex created a SIPP and consolidated my various pension funds...”

“The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and af...”