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Best Financial Advisors in Dorking

Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Dorking area, discover the top 5 elite providers among the selected group of 24 finalists.

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HJP Chartered Financial Planners

HJP Chartered Financial Planners

(6)
“Greg has been a source of excellent advice over many years and we cannot recommend him too highly.He has always been available and treated us impeccably even though we must be one of his least wealthy clients.”
In Business Since 2012
Linden House, 176-180 South St, Dorking RH4 2ES
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Mvam Financial Advice

Mvam Financial Advice

(8)
“An excellent company that allows we ordinary mortals to make decisions about our own money, in service of the important things in life - such as family, home and retirement. Long may it thrive.”
In Business Since 2000
Transparent Fees & Pricing
275 High St, Dorking RH4 1RY
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Porter & Co

Porter & Co

“At Porter & Co (IFA) Ltd, we have a wealth of experience in Financial Services and can offer you face to face impartial advice in order to help you plan for and reach your financial goals and objectives.”
In Business Since 2020
Transparent Fees & Pricing
The Atrium, Curtis Rd, Dorking RH4 1XA
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Leith Mergers & Acquisitions Limited

Leith Mergers & Acquisitions Limited

“Planning and implementing a company sale or acquisition is both an emotional and technical process. It can be intense, challenging and turbulent. This means you need to be confident that the partner you choose to support you through this process has ...”
Family Business
The Atrium, Curtis Rd, Dorking RH4 1XA
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Competent Adviser

Competent Adviser

““We had our 3 days Mortgage Advice training course last week with Competent Adviser and they were absolutely fantastic!! Every element of the course was perfectly organised, planned and delivered to a very high standard – but had a real personal touc...”
16+ Years Experience
Old Gun Court, North St, Dorking RH4 1DN
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.4 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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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 Dorking Area
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Magus Wealth

Magus Wealth

(27)
For Business Owners, Cash Flow Planning, Financial Planning
“I have a 30 year career in financial services including a short time as a financial advisor. For the main part I have supported large pension schemes which means my day to day job involves investing, asset allocation and markets. My wife Amanda is...”
In Business Since 2016
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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Bray Wealth Management

Bray Wealth Management

(17)
  • Advice
  • Team
  • Confidence
“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)
  • Family
  • Advice
  • Team
“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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Coole Bevis Law

Coole Bevis Law

(27)
  • Sale
  • House
  • Efficient
“James Vick is by far the most professional solicitor I have come across.. I'm a fairly impatient person, so I was incredibly impressed when I got an email back less than 10 minutes after sending a query to him the first time, and it diddnt stop there...”
In Business Since 2018
Transparent Fees & Pricing
Serving Dorking Area
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3D Financial Planning

3D Financial Planning

(3)
Equity Release, Insurance and Protection, Financial Planning & Cashflow Forecasting
“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 Dorking Area
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Citywide Financial Partners Limited

Citywide Financial Partners Limited

(3)
Life Insurance & Ill Health Protection, Inheritance Tax & Estate Planning, Financial 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 Dorking 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 Dorking 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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Wellden Turnbull Accountants Surrey

Wellden Turnbull Accountants Surrey

(2)
“I have worked with Wellden Turnbull for approximately 20 years. Chris Plumbridge has been my main point of contact during the majority of this time - he is extremely professional, credible and knowledgeable and I would highly recommend using the firm...”
Serving Dorking Area
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Horsham Financial Services

Horsham Financial Services

(9)
“I approached Daniel for advice regarding financing my mother's care fees. I found Daniel exceptionally knowledgeable, but also compassionate - and he explained our options clearly and without any hard sell. I would have no qualms using Horsham Financ...”
Littlehaven House, 24-26 Littlehaven Ln, Horsham RH12 4HT
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Brewers Chartered Accountants

Brewers Chartered Accountants

(1)
Accounting Services, Business Consultancy Services, Tax Fee Protection Insurance
“Brewers' ability to jump into Makerversity's accounts role at such short notice, and the work done in the interim, brought the realisation that an outsourced function with Brewers was the best way forward. Every aspect is always communicated in th...”
In Business Since 2007
Serving Dorking Area
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True Advice Financial Services

True Advice Financial Services

(50)
Mortgages, Pensions, Insurance
“Ashley was extremely helpful! As first time buyers he was on hand to answer any questions we had about any part of the house buying process. He was also constantly checking for the best rate after we had put our offer in which helped keep us at ease ...”
30+ Years Experience
Free Initial Consultation
Family Business
24 Morton Rd, East Grinstead RH19 4AG
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Xplus London - South London Accountants

Xplus London - South London Accountants

(50)
Online Accounting, Tax Services, Company Secretarial Services
“Abdul is an excellent accountant who provides on the spot advice when required and helps with all your financial queries . He is super efficient , easy to work with and always offers good support and advice tailored to every individuals needs . I hig...”
In Business Since 2017
Free Initial Consultation
Serving Dorking Area
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Compton Financial Services

Compton Financial Services

(46)
Financial Advice, Commercial, Mortgages
“We were new to the mortgage process, but Martin, Alex and the entire team made it so easy and stress-free. They were always available to answer any questions we had and made sure we understood everything that was going on. We felt like we had someone...”
Transparent Fees & Pricing
Free Initial Consultation
60 High St, London SW19 5EE
FAQs
How often will my financial plan be reviewed?
For most clients the financial plans will be reviewed annually as part of the Core Service, or more frequently if there are significant changes in your financial circumstances or goals. For clients that need monthly or quarterly changes then the Wealth Service is available.
What is your investment philosophy?
Our investment approach is based on understanding your financial goals, risk tolerance, and creating a diversified and balanced portfolio that aligns with your needs. Then to have regular reviews to ensure that any plans take into account changes to your situation as well as market changes.
What is the process to become a client?
The process starts with an initial meeting (online or face to face) to understand your needs and goals, followed by a review of your existing situation and the creation of a tailored financial plan and investment strategy. There are NO upfront costs.
How do I know if your advice is unbiased and independent?
As an FCA-regulated firm, we are obligated to provide financial advice that is unbiased and in your best interest. We have no affiliations with financial product providers for any financial advice and receive no commissions, ensuring our advice is impartial.
Can I contact you between scheduled review meetings?
Absolutely, clients are encouraged to reach out with any concerns or questions at any time. You can contact us via email, phone or WhatsApp. See Contact Us page for more information
We do have more answers on the FAQ page on our website.
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Mortgage, Remortgage, Buy to Let Mortgage
“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
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Sable International London Main Office

Sable International London Main Office

(46)
United Kingdom, Contact us, Complaints
“My experience with this organization has been from the point of view of a U.S. citizen applying for U.K. citizenship via double descent. I have now received my Certificate of Registration as a U.K citizen and I am currently using Sable's services to ...”
25+ Years Experience
Coupons & Offers
Serving Dorking Area
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Taylor James Financial Services

Taylor James Financial Services

(48)
Help to Buy, Home Movers, Buy to Let
“We are thrilled to be in our new home and so grateful to Erick for making it happen. He held our hands throughout the purchasing process and was always a joy to deal with. Even when things looked tough and we were rejected by different lenders, he pe...”
Serving Dorking Area
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Vinay Malhotra - Independent Financial Adviser

Vinay Malhotra - Independent Financial Adviser

(46)
Critical Illness Cover, Life Protection, Investments
“Vinay has been our financial adviser and mortgage broker since 2015. He has always provided exceptional service, concise information and always efficient with his services. Any time we have had a query he has been very quick to reply to us. He is wel...”
Serving Dorking Area
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Retirement Planning and Investment Management Services in Dorking Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 320 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 320 cost profiles.

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