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Busy Bee Accountancy

(15)

Questions
Knowledge

“Elena from FAB Partners prepared and submitted my business account. She was extremely efficient and provided an excellent service at a very reasonable cost. I would recommend using FAB Partners, and if Elena works on your accounts, you are lucky :-)…...”

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Roxborough Wealth Management

(25)

House
Mortgage
Matter

“Roxborough were fantastic they organised 2 mortgages for me aa well as my life assurance polic. They are friendly and very easy to communicate with as well as super efficient and up to date with the best mortgage products out there I highly recommend...”

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N2 Asset Management

(2)

“Alex and his team helped me to consolidate my UK and Australian pensions and contributed to me setting up and understanding my financial plans for the future. His great skill is helping you to understand the process of planning and that it is not all...”

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Solomon's Independent Financial Advice

(3)

Managing

“Just had a catch-up meeting with Dominic. Can't emphasise how much I value him and his advice. I feel educated, informed and relieved, reassured and energised. Thoroughly recommend Solomon's IFA.”

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Thomas Rigg Wealth Management Limited

(1)

“I have recently started working with Thomas and have been delighted with the professional and personal service I have received. Thomas is very organised and proactive and I would not hesitate in recommending his services.”

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Lockhart Capital Management

“We will act as a sounding board, drawing on our vast experience and challenge where we think objectives cannot be met or should be rethought. We only work with a select number of clients so that we can always be available to advise and guide.”

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Dominic Marcus Financial Consulting

“Based in Cobham, Surrey and advising clients nationwide, I establish long-term relationships helping my clients to achieve their personal and wider family's financial goals. We work together to provide comfort around long-term retirement plans, tax-e...”

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Resolve Financial Solutions

(50)

Mortgage Planning, Financial Planning, Protection Planning

“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...”

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Ablestoke Financial Planning

(46)

Wealth Protection, Wealth Creation, Wealth Preservation

“I had been introduced to Ablestoke via a family member. I've been discussions with Priyesh Patel about my financial planning and future goals. Priyesh is very astute and knowledgeable guy, who took the time to breakdown his methods and explain the be...”

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Magus Wealth

(26)

Cash Flow Planning, Business Owners, Inheritance Tax & Estate Planning

“Very professional, personalised service. Andrew has gone beyond the call of duty to make sure that my money is well invested and takes the time to explain how my investments are working for me. Absolutely transparent on everything. Very satisfied. I ...”

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Matrix Estate Planning Limited

(16)

Lasting Powers of Attorney, Will Writing, Wealth Management

“I can recommend graham hinitt at matrix estate planning ltd, I arranged a power of attorney and a new will. I am very happy for the service and would highly recommend matrix estate planning ltd.”

Featured

Graham Hinitt DipPFS Director | Estate Planning Practitioner Graham has experience in providing advice on retirement planning, inheritance tax planning, long-term care planning, and estate planning. Graham has extensive experience in the creation and administration of trusts, including discretionary trusts and family trusts. He is knowledgeable in the areas of investment planning, pensions and investments, and has extensive knowledge of the taxation of trusts and estates. Graham has a deep understanding of the rules and regulations applicable to trusts and estates, and is skilled in the preparation of legal documents and the administration of trusts and estates. Qualifications Advanced diploma in financial planning: G10 taxation and trusts. R01: financial services, regulation and ethics R02: investment, principles and risk R04: pensions and retirement planning G10: taxation and trusts Financial planning certificates, one ,two and three CF6: mortgage advice Society of will writers and Estate planner practitioners exam pass Courses Completed Business lasting power-of-attorney Craig Ward: Craybeck law Associated with Matrix Estate Planning Limited The effect of divorce on wills Neil Denny: solicitor Associated with Matrix Estate Planning Limited Understanding mental capacity Tim Farmer Associated with Matrix Estate Planning Schedule a call with Graham to discuss your specific needs and requirements.

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Advantax Accountants

(49)

Bookkeeping, Self-Assessment, Business Startup

“The most premium services in town, I have been with them for more than 2 years and seen my business grow considerably under their supervision. Definitely recommended.”

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3D Financial Planning

(3)

Retirement Planning, Financial Planning & Cashflow Forecasting, Insurance and Protection

“Scott Davis has been very helpful to me in planning my finances with regards to my retirement. I first discussed my financial situation with Scott, after taking early retirement and moving to France eight years ago with my wife. Having returned to li...”

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Pyrford Financial Planning

(2)

“As well as giving very good advice on investing, it's been a pleasure working with Noel. It's financial advice 'made simple' and he has taken care to ensure that my investments are in line with my aspirations for the future. Positive Responsiveness,...”

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Surrey Hills Private Clients

(6)

Future
Pension
Knowledge

“I have had my pension since I was 18 and not seen much growth. I was recommended to speak to Jamie and in November 2023 transferred my pension to SJP. Jamie talked me through the plan to improve my pension performance and it has gone very well it has...”

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Monetary Solutions

(5)

Equity Release
Pension
Company

“Vivian got us a really a really good deal when we were looking for equity release. She explained simply what would of been a very difficult and daunting process for us. We were very relieved by the care and attention she gave to us in getting the bes...”

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Greenacre Financial Services

(50)

First Time Buyer
Remortgage
Job

“Cannot recommend Karl at Greenacre enough! He has been incredibly helpful, knowledgeable and always available to talk us through our options and answer any questions we had when securing our mortgage for our first home. He has made the whole process ...”

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Asmat & Co | Slough |

(50)

MVL – Member Voluntary Liquidation, Accounting and Tax, Business Startup

“Very friendly atmosphere. Professional approach to facts and figures Customers can talk in native language .it make them easy to understand every aspect of Accountancy. Reasonable fee Can approach any time No any hidden charges.”

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Oasis Accountants Limited

(50)

Individual Accounting, Business accounting, Wealth Management

“I had a fantastic experience working with Accountant Venkatesh Jallada for my landlord tax return. He exhibited a high level of expertise, ensuring all deductions were considered, and his communication was clear and prompt. I highly recommend his ser...”

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First Wealth

(50)

Cash Flow Modelling

“The team at First Wealth have been superb, their handling and planning of our financial affairs has been second to none, especially in regard pensions and savings options. Special mention to Scott, Rob and Frazer - excellent service. I have marked ...”

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Antony Batty & Co

(50)

Company Administrations, Including Pre Pack Administrations, Company Voluntary Arrangements

“Like all the quality Insolvency Practioners I work with, Anthony Batty & Co represent the enviable combination of professionalism and compassion. I have been impressed with their diligence and commitment and have thoroughly enjoyed working with them....”

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Humboldt Financial

(50)

Portfolio Management, Financial Planning, Employers

“I have been using Humboldt to help with financial planning for the last nine months or so and the service has always been concise, realistic and trustworthy. Communication excellent and honest, and the investments they have made for me so far have pe...”

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Xplus London - South London Accountants

(50)

VAT Services, Auto Enrollment, Accountancy

“Finally an accountant I can trust and actually know what they are doing. Having been with another firm for 4 years who totally ruined our accounts and had no customer service skills! These guys and girls are friendly, honest, upfront and actually kno...”

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Zinga Financial Services

(50)

Personal Protection, Home Insurance, Investments & Pensions

“Ms. Aditi Sinha, (Mortgage advisor) I truly appreciate the time you took to explain each step, answer our countless questions, and ensure I understood all my options. Your professionalism and attention to detail were invaluable. And our dream to ha...”

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Average Cost	£3360
Minimum cost	£1121
Maximum cost	£9520
Avg Per Hour Rates	£338

Best Financial Advisors in Cobham

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

Busy Bee Accountancy

Roxborough Wealth Management

N2 Asset Management

Solomon's Independent Financial Advice

Thomas Rigg Wealth Management Limited

Lockhart Capital Management

Dominic Marcus Financial Consulting

Resolve Financial Solutions

Ablestoke Financial Planning

Magus Wealth

Matrix Estate Planning Limited

Advantax Accountants

3D Financial Planning

Pyrford Financial Planning

Surrey Hills Private Clients

Monetary Solutions

Greenacre Financial Services

Asmat & Co | Slough |

Oasis Accountants Limited

First Wealth

Antony Batty & Co

Humboldt Financial

Xplus London - South London Accountants

Zinga Financial Services

Retirement Planning and Investment Management Services in Cobham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Cobham

Popular in Cobham