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Best Financial Advisors in Cobham

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Cobham area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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N2 Asset Management

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...”
Transparent Fees & Pricing
In Business Since 2019
Downside Mill, Mill Yard, The Old Mill, Cobham Park Rd, Cobham KT11 3NE
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Roxborough Wealth Management

Roxborough Wealth Management

(24)
  • House
  • Mortgage
  • Team
“Had a wonderful experience with Stephanie from Roxborough. The team came highly recommended from two really close friends who Stephanie also helped. All information was clear and really was value for money. Thanks Stephanie!”
In Business Since 1996
11A High St, Cobham KT11 3DH
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Accountlets

Accountlets

(1)
Services For Business, Overview, Services For Individuals
“Accountlets are friendly, approachable. Their expertise has literally saved me thousands, compared to what I was paying with my previous accountant.”
Transparent Fees & Pricing
20+ Years Experience
Suite C 3 Coveham House, Downside Bridge Rd, Cobham KT11 3EP
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FAB Partners Limited

FAB Partners Limited

(7)
“Elena has helped me since I started my business journey. She has the ability to explain everything so clearly so that I can understand everything that is happening, she always answers my questions very quickly. Five stars all round.”
Free Initial Consultation
The Long Barn Down Farm, Cobham Park Rd, Cobham KT11 3NE
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Thomas Rigg Wealth Management Limited

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.”
Willow House, Old Ln, East Horsley, Cobham KT11 1NP
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Lockhart Capital Management

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.”
In Business Since 2017
32 Anyards Rd, Cobham KT11 2LA
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Wentworth Wealth Management

Wentworth Wealth Management

“We provide mortgage and wealth management advice to individuals and businesses in and around Surrey and the City of London. Our advice is specifically tailored towards individual circumstances. We offer a very professional friendly service, with high...”
Coveham House, Downside Bridge Road, Cobham KT11 3EP
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Argentis Financial Management

Argentis Financial Management

40 Station Rd, Stoke D'Abernon, Cobham KT11 3BN
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Dominic Marcus Financial Consulting

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...”
The Old Station Masters House, Station Rd, Stoke D'Abernon, Cobham KT11 3BW
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
MVL – Member Voluntary Liquidation, Accounting and Tax, Business Startup
“I highly recommend Asmat & Co Accountants. Yusra is so helpful and efficient, super quick to respond and will take time to go through any questions which puts your mind at ease. Thank you so much for your help!”
Family Business
Transparent Fees & Pricing
84 High St, Berkshire, Slough SL1 1EL
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Individual Accounting, Business accounting, Wealth Management
“I have been with Oasis consultants for almost 2 years since the start of my limited company and can't recommend them enough. Vivek and Phaneendra have been very responsive to any queries that I have raised with them during this time. Their tax advic...”
Free Initial Consultation
Offers Financing Options
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)
Mortgage Planning, Financial Planning, Protection Planning
“I was lucky enough to have an initial call with Jack Dudley re: our first mortgage. As a confused first time buyer Jack was a god send. Clear and concise with every question we had a long the way. I cannot recommend his service highly enough. Safe to...”
Transparent Fees & Pricing
In Business Since 2015
Serving Cobham Area
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1st Class Accounts

1st Class Accounts

(50)
Contractor Accounting, Advisory, Tax Services
“I have been !st Class Accounts client for over eight years. They are very efficient and profesional. I can recommend the firm to anyone who may need their services”
320 City Rd, London EC1V 2NZ
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Healys

Healys

(47)
  • Sale
  • Team
  • Transaction
“This is the second time I have used Healys. On both occasions they provided excellent service. I received prompt information and clear instructions by email or telephone. They always have a helpful and pleasant manner. I would recommend this firm...”
Transparent Fees & Pricing
In Business Since 1998
15-17 Jockey's Fields, London WC1R 4BW
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Starck Uberoi Wealth

Starck Uberoi Wealth

(50)
Financial Planning, Mortgages, Protection
“Could not have asked for any more from them. Incredibly efficient, friendly and professional at what can be a stressful time. Highly recommend them to anyone and so glad we have worked with them. Faultless.”
In Business Since 2022
Serving Cobham Area
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Delaunay Wealth Management

Delaunay Wealth Management

(17)
  • Team
  • Advice
  • Family
“Delaunay have been advising us for many years and the service has always been excellent. The team are friendly and approachable and any queries are dealt with straight away. Our advisor, Lloyd French, is highly knowledgeable and his advice always put...”
Transparent Fees & Pricing
In Business Since 2012
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX
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Bray Wealth Management

Bray Wealth Management

(17)
  • Team
  • Advice
  • Confidence
“When dealing with a Financial Advisor it can be daunting. However they give you peace of mind with straight forward and friendly advice with no pressure. Always at the end of the phone and nothing is too much trouble.”
Transparent Fees & Pricing
In Business Since 2013
63 High St, Chobham, Woking GU24 8AF
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Magus Wealth

Magus Wealth

(27)
Investment Management, Financial Planning, Cash Flow Planning
“I was in an extremely stressful situation navigating myself through a terminal cancer healing journey, claiming my own life insurance, trying to find the right partner to manage my families wealth. As soon as I spoke to Mike, my stress levels redu...”
In Business Since 2016
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(1)
Lasting Power of Attorney, Will Writing, Mortgages / Wealth Management
“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”
Emergency Services
In Business Since 2021
219 Kensington High St, London W8 6BD
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Couser Accountants Limited

Couser Accountants Limited

(12)
  • Questions
  • Charity
  • Informative
“I had the pleasure of working with Robert to set up my charity company, and I couldn't have been more impressed with his level of expertise and professionalism. From the very beginning, Robert was friendly, approachable, and extremely knowledgeable a...”
ADVANCED, ADVANCED, FRESHBOOKS, ACCOUNTANTS, ACCOUNTANTS, ACCOUNTANTS Certified
In Business Since 2020
Serving Cobham Area
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3D Financial Planning

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...”
Transparent Fees & Pricing
Serving Cobham Area
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PK Group

PK Group

(7)
Specialist Financial Planning, Financial Planning Services, Tax Planning Services
““I've known Martin Crawley-Boevey for many years and PK Group have always delivered a fully integrated approach to dealing with my tax and financial planning requirements. They have helped me with setting up the appropriate pension scheme while also...”
1 Parkshot, Richmond TW9 2RD
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Sterling Gate Accountants in Slough

Sterling Gate Accountants in Slough

(6)
Self-Assessment, Accounts Filing Service, Company Formation
“Very happy with the service. They prepared my Ltd company accounts within 5 days based on my business bank statement for only £199”
1 Brunel Wy., Slough SL1 1XW
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Woodward Financials

Woodward Financials

(4)
Financial Services, Wealth Management, Employer Group Schemes
“I'd highly recommend Woodward Financials and dealing with David Woodward. He has a professional approach providing sound advice whilst taking all information into account for best plan. An absolute pleasure to deal with.”
In Business Since 2010
Castle Hill House, 12 Castle Hill, Windsor SL4 1PD
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Retirement Planning and Investment Management Services in Cobham Cost Estimates

Minimum cost
£1121
Maximum cost
£9520
National Average
£3360
Avg Per Hour Rates
£338
£2241
£6160
Average price range is based on 540 cost profiles
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Average Cost £3360
Minimum cost £1121
Maximum cost £9520
Avg Per Hour Rates £338

Average range $2241 to $6160 is based on 540 cost profiles.

Why these companies made our list

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