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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...”

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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...”

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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 ...”

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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...”

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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...”

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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 ...”

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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...”

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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...”

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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 ...”

Featured

When preparing to buy your first home, saving for a deposit can be a difficult process. As house prices, inflation and the cost of living increases, it can be challenging trying to save a large sum of money. It’s also important to consider all the other costs that are involved in buying a property – conveyancing, legal fees, insurance policies and moving to name a few. We demystify the process in our financial blog:...

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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 ...”

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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...”

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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 ...”

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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...”

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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...”

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Accumulus Consulting Limited

(37)

Confidence
Investment
Decisions

“Geoff was recommended to me by a dear friend, who thought very highly of him. I am so fortunate and pleased to have met with him, and to know that I can trust him is such a relief. Geoff is patient and explain things clearly. I have full confidenc...”

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The Financial Planning Group

(43)

Gdpr & Data Protection Policy

“Steve & John were absolute lifesavers for a pair of utterly clueless first time buyers like ourselves! They were incredibly prompt on all emails, totally reliable and were always happy & willing to answer our endless questions (even if they had told ...”

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Bdhsterling

(34)

Consideration
Informative
Managing

“Having used BDH Sterling for a number of years now with Simon Harvey as my IFA, I can safely say the business is professional, diligent and has always acted in the best interest of myself and my funds. What stands out the most is not only the results...”

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Invictus Wealth Consultants Limited

(40)

Questions
Life
Informative

“I first saw Cassie during last year. I have found her to be very knowledgeable and helps me make decisions at my pace, with no pressure. I trust her judgement and know the decisions I make, she has researched and suggested are the ones that are best ...”

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Simon Ellis Associates

(50)

Family
Efficient
Organised

“We came to Simon after our previous broker completely failed us. They had misled us and we were days away from losing our purchase. Simon and the team quickly assessed our situation and handled our case with empathy and diligence. Within an hour, ...”

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Bray Wealth Management

(21)

Service
Mind
Sound

“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...”

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Roxborough Wealth Management

(25)

Property
Matter
Mortgage

“Cannot recommend Mortgage Advisor Stephanie Blackwell enough. A 10/10 professional service that helped us from start to finish. Stephanie is always around to answer questions (no matter how silly they sound) and took the stress of being first time bu...”

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Donnelly Financial Advice

(24)

Management
Understanding
Pensions

“Delighted to be one of John's customers from one of his previous companies and looking forward to a long and successful relationship with Donnelly Financial Advice. I have already recommended John's excellent service to other family members and will...”

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Clear Financial Advice

(30)

Services
Communication
Pension

“I met with John from Clear Financial Advice to discuss my current financial position and future plans. We talked through the options regarding up-sizing from a flat to a house, life insurance with income protection and pension planning. This was the ...”

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Wealthbuilders Together

(33)

Strategy
Family
Integrity

“I was introduced to Kevin three years ago in 2017 and since then he has been guiding me through my family's journey into SSAS and property investment. Kevin has always been focused on what is important to me and my family, that forms the basis of ou...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Dorking

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

Porter & Co

Mvam Financial Advice

True Advice Financial Services

Resolve Financial Solutions

Sable International London Main Office

Alexander James Mortgage Services

Vinay Malhotra - Independent Financial Adviser

Taylor James Financial Services

Oakwood Mortgage Services

Elevate Financial Solutions

Oculus Wealth Management Godalming - Financial Advisers

Finance Planning Group - Tim & Kim Dock

Knight Frank Finance

Love Your Accountants

Accumulus Consulting Limited

The Financial Planning Group

Bdhsterling

Invictus Wealth Consultants Limited

Simon Ellis Associates

Bray Wealth Management

Roxborough Wealth Management

Donnelly Financial Advice

Clear Financial Advice

Wealthbuilders Together

Retirement Planning and Investment Management Services in Dorking Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dorking

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