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Best Financial Advisors in Chertsey

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Chertsey area.

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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Mortgage, Protection and Insurance, Remortgage
“We were recommended a mortgage broker by our estate agents, we were unsure but decided to have the initial consultation. Luckily, we did and we met the wonderful Katie who has been especially helpful and hard working to get us a mortgage we could aff...”
14 Chertsey Rd, Woking GU21 5AH
Featured

Child's PensionnnPremium bonds used to be a popular gift on the birth of a new child but setting them up with a child's pension would be a better idea.nnEach year, you can invest £2,800 in a pension for a child, which will be topped up to £3,600 by pension tax relief. nWhilst a child's pension can only be set up by a parent or legal guardian, anyone can contribute to one.

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Globe Independent Financial Advisors

Globe Independent Financial Advisors

(49)
  • Pension
  • Mortgage
  • Explanation
“I had been a client of John Pickles since the mid-1990's when he gave me advice on investment opportunities while I was working as an Expat. Snice then, over the years, John and his colleagues in Globe IFA have provided me we valuable investment a...”
200+ Years Experience
Transparent Fees & Pricing
Globe House, 1 Chertsey Rd, St Margarets, Twickenham TW1 1LR
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Bright Blue Wealth

Bright Blue Wealth

“Bright Blue Wealth has been dedicated to overseeing clients' finances for over two decades. Our clients entrust us with £250 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. Our speci...”
In Business Since 2011
11 Windsor St, Chertsey KT16 8AY
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Trust Will Plan

Trust Will Plan

In Business Since 2012
Suite 121, Railway House, 14 Chertsey Rd, Woking GU21 5AH
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Inheritance Tax, MVL – Member Voluntary Liquidation, Business Startup
“Asmat & co accountancy. You will find Professional accountants at an affordable price.I have been using them for my small business in filing my cooperate tax they are timely. They have never let me down .they even remind me before hand. The e staff ...”
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
“After having terrible experience with a different accountant, I decided to switch to Oasis accountants based on recommendations and I do not regret this decision. Our dedicated account manager Phaneendra Battu (Phani) has been spot on since day one. ...”
Offers Financing Options
Free Initial Consultation
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Financial Planning, Mortgage Planning, Protection Planning
“We have used Resolve on multiple occasions now for both a Buy to Let and repayment mortgages and re-mortgages. On every occasions they have got us the best deal and done all the hard work. On this most recent occasion it was at the time when many l...”
In Business Since 2015
Transparent Fees & Pricing
Serving Chertsey Area
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Starck Uberoi Wealth

Starck Uberoi Wealth

(50)
Mortgages, Title Split, Financial Planning
“I cannot thank Sam, Louise and Pippa enough! They are truly amazing. The level of service provided by the team is nothing short of exceptional. Sam is so knowledgeable, supportive and responsive (even when on holiday!) and has made the process of app...”
In Business Since 2022
Serving Chertsey Area
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Porter Garland Limited

Porter Garland Limited

(35)
  • Understand
  • Team
  • Company
“Porter & Garland is an accountancy firm that I trust and recommend wholeheartedly. They have been handling my company accounts for over ten years with professionalism and care. They are always available to answer my questions and advise me on the bes...”
Serving Chertsey Area
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GQ Independent

GQ Independent

(26)
  • Family
  • Pension
  • Understand
“Rita has been our financial advisor for a number of years now and has been absolutely brilliant. She guided us through our pensions and sorted the best way out. She has also set up other financial plans for us that has made our money work ever so wel...”
30+ Years Experience
Free Initial Consultation
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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Strax Capital Legal

Strax Capital Legal

(22)
  • Work
  • Team
  • Compensation
“My experience with Strax Capital Legal has been very positive. I had a very complex issue to resolve over many months. The attention to detail to resolve the issue was exceptional and the data collected was detailed and thorough. The outcome was succ...”
In Business Since 2011
Transparent Fees & Pricing
Serving Chertsey Area
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Bray Wealth Management

Bray Wealth Management

(17)
  • Advice
  • Number
  • Team
“Nick Swartout at Bray Wealth has been exceptional at assisting us with all our financial planning needs for many years now. It's a big comfort to know that they are looking out for your finances with their knowledge and expertise. We have regular ch...”
In Business Since 2013
Transparent Fees & Pricing
63 High St, Chobham, Woking GU24 8AF
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Delaunay Wealth Management

Delaunay Wealth Management

(17)
  • Advice
  • The Future
  • Family
“As a family we have worked with Delaunay Wealth Management for a number of years and have always been impressed by the professionalism and advice and guidance they have given. Their communications are clear and concise and they have always acted in ...”
In Business Since 2012
Transparent Fees & Pricing
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(1)
Asset Protection / Discretionary Trust, Will Writing, Probate
“Text message received from Maureen in Torquay on the 12th of August 2022 I was very pleased u explained things so well thank you once again”
In Business Since 2021
Emergency Services
219 Kensington High St, London W8 6BD
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Accountwise

Accountwise

(5)
Managing Your Wealth, Financial Coaching, Tax Planning and Advice
“I have used Accountwise for almost 2 years now. They are very professional and responsive to any needs we have for our small business. They have guided us through various important phases as we have grown and gave clear and precise training on the ac...”
Remote Consultations Available
Innovation House, Molly Millars Cl, Wokingham RG41 2RX
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Couser Accountants Limited

Couser Accountants Limited

(12)
  • Charity
  • Questions
  • Informative
“I highly recommend Couser Accountants. I have been working with them for a few years now and I am extremely pleased with the high level of professionalism and efficient service. I also greatly appreciate their quick response to any enquiry that I ma...”
In Business Since 2020
ADVANCED, ADVANCED, FRESHBOOKS, ACCOUNTANTS, ACCOUNTANTS, ACCOUNTANTS Certified
Serving Chertsey Area
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PK Group

PK Group

(7)
Property Advice, Financial Planning Services, Wealth Management Services
““Jean has worked with our business for 5 years and during that time we have found her to be thoroughly professional, technically strong and a great problem solver. Jean has worked on a range of issues including pensions, death in service, permanent h...”
1 Parkshot, Richmond TW9 2RD
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3D Financial Planning

3D Financial Planning

(3)
Equity Release, Financial Planning & Cashflow Forecasting, Tax Planning
“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...”
Transparent Fees & Pricing
Serving Chertsey Area
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Sterling Gate Accountants in Slough

Sterling Gate Accountants in Slough

(6)
Accounting Services, Accounts Filing Service, Confirmation Statement Filing
“Very good service, absolutely recommend”
1 Brunel Wy., Slough SL1 1XW
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Continuum Wealth

Continuum Wealth

(1)
Portfolio Management, Estate Planning, Investments and Savings
“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...”
Licensed
Transparent Fees & Pricing
Serving Chertsey Area
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Woodward Financials

Woodward Financials

(4)
Wealth Management, Stockbroker Services, Financial Services
“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...”
In Business Since 2010
Castle Hill House, 12 Castle Hill, Windsor SL4 1PD
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Citywide Financial Partners Limited

Citywide Financial Partners Limited

(3)
Life Insurance & Ill Health Protection, Financial Planning, Pension & Retirement Planning
“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...”
Serving Chertsey Area
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Strategic Wealth Partners

Strategic Wealth Partners

(2)
“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 ...”
Transparent Fees & Pricing
Serving Chertsey Area
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N2 Asset Management

N2 Asset Management

(2)
“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...”
In Business Since 2019
Transparent Fees & Pricing
Downside Mill, Mill Yard, The Old Mill, Cobham Park Rd, Cobham KT11 3NE
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Retirement Planning and Investment Management Services in Chertsey Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 366 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 366 cost profiles.

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