Best Financial Advisors in Dorking

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Dorking area.

Porter & Co

Porter & Co

(1)
“As a service provider to Simon at Porter & Co, I feel I need to leave a review. We at IFA Web Pro support Simon with his website. He is always polite and appreciative. Sending a card and gift at Christmas; which is unusual. It's the little things tha...”
Transparent Fees & Pricing
The Atrium, Curtis Rd, Dorking RH4 1XA
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Mvam Financial Advice

Mvam Financial Advice

(8)
  • Market
  • Funds
  • Pension
“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. Positive Responsiveness, Quality, Professionalism, Valu...”
In Business Since 2000
Transparent Fees & Pricing
275 High St, Dorking RH4 1RY
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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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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 ...”
The Atrium, Curtis Rd, Dorking RH4 1XA
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Financial Planning, Mortgage Planning, Protection Planning
“Chris has guided us through a mortgage and two remortgage processes and has been an incredible help in simplifying the process, providing sensible advice, and getting the best deal for us. Chris and his team were especially reassuring during our r...”
Transparent Fees & Pricing
Serving Dorking Area
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Coole Bevis Law

Coole Bevis Law

(29)
  • Property
  • Sale
  • House
“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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Magus Wealth

Magus Wealth

(26)
Investment Management, Inheritance Tax & Estate Planning, Business Owners
“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...”
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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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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Pyrford Financial Planning

Pyrford Financial Planning

(2)
“Pyrford Financial Planning have brought focus to our financial planning and retirement needs, support and guidance on getting the most from our incomes, tax position and how we achieve the future we are looking for. A great, consultative and unbias...”
In Business Since 2019
Serving Dorking Area
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Horsham Financial Services

Horsham Financial Services

(9)
“Excellent & thorough financial advice delivered on an individual personal level. Have recommended to family & friends. Positive Responsiveness, Quality, Professionalism, Value”
Littlehaven House, 24-26 Littlehaven Ln, Horsham RH12 4HT
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Surrey Hills Private Clients

Surrey Hills Private Clients

(6)
  • Pension
  • Future
  • Knowledge
“Jamie is an amazing advisor, he is honest, clear, knowledgable and polite. I know I am in safe hands with Jamie and can rest knowing that what he advises is good advise. I will always use Jamie for any financial advise I need in the future.”
Offers Financing Options
Serving Dorking Area
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Monetary Solutions

Monetary Solutions

(5)
  • Pension
  • Equity Release
  • Company
“As an elderly client, with limited financial acumen, I consider myself most fortunate to have had Monetary Solutions recommended to me as my financial advisors. Vivian's pleasant and straightforward approach instilled confidence from the outset. S...”
Airport House, Purley Way, Croydon CR0 0XZ
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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
“Absolutely fantastic, they helped me through all my tax return issues as it was first time doing my tax returns I had a lot of questions and they answered it for me even if I asked them to explain it to me. I was very pleased with all staff. I would ...”
In Business Since 2017
Free Initial Consultation
Serving Dorking Area
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Sable International London Main Office

Sable International London Main Office

(46)
United Kingdom, Contact us, Complaints
“I would like to take the time to write a review on this site on the service I have received from sable international and their staff. I have now used them for the third time and can tell you without a shadow of a doubt you can use this company with g...”
25+ Years Experience
Coupons & Offers
Serving Dorking Area
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Mortgage, Remortgage, Buy to Let Mortgage
“I can highly recommend Andrew Woollard at AJMS for outstanding service in getting our first time mortgage approved within days and finding us the best possible product on the market. We had some tricky circumstances yet he has managed to secure us a ...”
14 Chertsey Rd, Woking GU21 5AH
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Vinay Malhotra - Independent Financial Adviser

Vinay Malhotra - Independent Financial Adviser

(49)
Critical Illness Cover, Life Protection, Investments
“Being a novice i needed all the help i could get, Vinay was both patient and honest while being reassuring during the whole process of my mortgage and subsequent remortgage. He has also made investing easy and given me confidence to take more risks w...”
Serving Dorking Area
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Taylor James Financial Services

Taylor James Financial Services

(48)
Help to Buy, Home Movers, Buy to Let
“Toby Keat was recommended to me by my Accountant and what a lucky chance that was. He swiftly gathered the facts around my enquiry as to how to move my rental property under a separate Ltd Company and quickly explained the costs involved and the rami...”
Serving Dorking Area
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Elevate Financial Solutions

Elevate Financial Solutions

(50)
Mortgage Enquiry Form, Mortgages, Equity Release
“I dealt with Ben Weekes and I must say I've never had a mortgage offer so quickly. He also managed to save me some money on monthly payments compared to other brokers I spoke to which is greatly appreciated with rates being so high. Everyone I dealt ...”
Serving Dorking Area
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Oakwood Mortgage Services

Oakwood Mortgage Services

(50)
Business Protection, TAX, Protection
“Jake Ward was absolutely amazing! He was very patient with me as a first time buyer. I had loads of questions and he was happy to answer them all and explain things to me. He looked at all different offers for the best price for us. He IS THE REASON ...”
In Business Since 2014
Serving Dorking Area
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Oculus Wealth Management Godalming - Financial Advisers

Oculus Wealth Management Godalming - Financial Advisers

(46)
  • Lasting Power of Attorney
  • Understanding
  • The Future
“I had an excellent experience using Elm Financial. Richard Nowicki made it very easy to plan my will. He was professional, helpful and thorough, explaining everything in a clear and simple way. The cost was extremely competitive and the whole process...”
11 Wharf St, Godalming GU7 1NN
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Finance Planning Group - Tim & Kim Dock

Finance Planning Group - Tim & Kim Dock

(50)
  • The Future
  • Insurance
  • Knowledge
“Just wanted to thank you for your recent services Tim you certainly took all the worry and stress of dealing with Banks and Building Societies away from us. In easy layman's terms you carefully explained all the different mortgage packages available ...”
Remote Consultations Available
Free Initial Consultation
Serving Dorking Area
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Knight Frank Finance

Knight Frank Finance

(50)
  • Consultant
  • Result
  • Work
“We used Matt Clapp to arrange a remortgage of our main house and two buy-to-lets. Halfway through the transaction we were presented with an opportunity to sell our main house and buy a better house up our road. Matt took this complication in hi...”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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Love Your Accountants

Love Your Accountants

(42)
  • Understanding
  • Projects
  • Team
“The experience of the team at Love Your Accountants is extremely broad and impressive. As well as processing my bookkeeping and accounts, they look after my personal tax and company tax. They have also assisted in company strategy to maximise R&D cre...”
In Business Since 2016
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.

Why these companies made our list

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