Best Financial Advisors in Epsom

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Epsom area.

Bdhsterling

Bdhsterling

(34)
  • Fee
  • Advisor
  • Report
“I found the services to be extremely helpful clear and comprehensive. bdhSterling helped me with projecting retirement planning out a few decades subject to the assumptions I gave them. It was extremely useful and provides me with some steps that I...”
In Business Since 2013
Capitol Square, 4-6 Church St, Epsom KT17 4NR
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The Centre Court

The Centre Court

(15)
  • Information
  • Insurance
  • Team
“Highly recommended - CCP meticulously researched all the options before providing the clear and concise expert advice I needed for my mortgage and insurance. A very friendly and customer-focused company.”
In Business Since 2003
33 High St, Ewell, Epsom KT17 1SA
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Four Seasons Financial Planning

Four Seasons Financial Planning

(3)
“I was recommended to Four Seasons by a good friend of mine and was very impressed with all the staff who were friendly and helpful, all my needs were looked into and various investments were set up.”
Transparent Fees & Pricing
global house, Ashley Ave, Epsom KT18 5AD
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Iva.com

Iva.com

(1)
“Keith made my process so easy he showed great empathy and dealt with my case very quickly and was a kind caring man to talk with so glad I chose this company to help me so thanks again Keith”
In Business Since 1995
1 Ashley Ave, Epsom KT18 5AD
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Bob Rains Wealth Management

Bob Rains Wealth Management

(1)
“Amazing, professional service . Always been very happy 5 🌟service . Recommend highly . …”
9 Epsom Cl, Gravesend DA12 5BF
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Greenacre Financial Services

Greenacre Financial Services

(50)
  • Advice
  • Efficient
  • Solicitors
“Highly recommend Karl at Greenacre! He was there for us every step along the way, always available, answering any questions and supporting us through the whole mortgage process. We have our first home thanks to him!”
Transparent Fees & Pricing
Emergency Services
Serving Epsom Area
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Wealth Management, Oasis Umbrella  , Individual Accounting
“Amazing Accountancy service and friendly team.Phaneendra & Ramana in no time helped me completed my filing.Strongly recommend the team.Thank you so much.”
Free Initial Consultation
Offers Financing Options
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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Zinga Financial Services

Zinga Financial Services

(50)
Investments & Pensions, Personal Protection, Home Insurance
“I have got my Mortgage through Aditi Sinha . She is very professional and knowledgeable. Has been managing my mortgage for a long time . Will strongly recommend Aditi Sinha for mortgage advice.”
Transparent Fees & Pricing
In Business Since 2021
1st Floor, 192 High St, Uxbridge UB8 1LB
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Humboldt Financial

Humboldt Financial

(50)
Property & Mortgages, Final Salary & Benefits, Employers
“We contacted Humboldt earlier this year and have been impressed with the service provided. Ryan is our dedicated contact and keeps us informed of changes and progress.”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Protection Planning, Mortgage Planning, Financial Planning
“Jack was instrumental in the purchase of our new house and offered us sound and careful advice on our mortgage. He helpfully answered our long list of questions and referred us to other brilliant services as we needed them.”
Transparent Fees & Pricing
Serving Epsom Area
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“My experience with First wealth team is extremely positive. They are a highly skilled professional team who are always available to help their clients. I have personally be with them for over 20 years and will highly recommend them”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Buy to Let Mortgage, Protection and Insurance, Remortgage
“Katie has been absolutely brilliant through the whole process of our mortgage. She continued to keep us updated with the market to ensure we got the best deal for us. I would highly recommend Katie to anyone looking to use a broker.”
14 Chertsey Rd, Woking GU21 5AH
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Lifetime Capital

Lifetime Capital

(50)
Surveys & Valuations, Forex & Currency Transfers, Solicitors & Conveyancing
“Lee and his colleagues have given a first class service, helping to complete quite complicated property transactions. Thank you so much guys for a job very well done. Positive Responsiveness, Quality, Professionalism, Value”
The Walbrook, 25 Walbrook, London EC4N 8AF
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Sable International London Main Office

Sable International London Main Office

(46)
United States, Complaints, Explore Report
“When it comes to citizenship and nationality claims Sable went above and beyond to help me. They stuck with me through the 4 years of back and forth with the home office until we were eventually successful. I can highly recommend them.”
Coupons & Offers
25+ Years Experience
Serving Epsom Area
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Financial Partnership

Financial Partnership

(50)
Pensions & Auto Enrolment, Expat Tax, Book-Keeping, Management Accounts and Reporting
“They were very helpful from day one. Their replies to enquiries were very prompt and efficient. They presented the best options for difficult cases. Highly recommended.”
Vision House, 3a Dee Rd, Richmond TW9 2JN
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Vinay Malhotra - Independent Financial Adviser

Vinay Malhotra - Independent Financial Adviser

(49)
Estate Planning, Mortgages, Income Protection
“Vinay Was very helpful as in really wire rubbish at sorting all the bits that were needed, very helpful Would definitely recommend 👍👍👍 Positive Quality, Professionalism, Value”
Serving Epsom Area
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Globe Independent Financial Advisors

Globe Independent Financial Advisors

(49)
  • Expert
  • Questions
  • Explanation
“I was looking for some help with a mortgage for a flat purchase at the start of the year and I reached out to James Male, who I'd briefly been in contact with 6 months prior. He very kindly set up an initial meeting and the ball was rolling very prom...”
Transparent Fees & Pricing
200+ Years Experience
Serving Epsom Area
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Just Us Financial Solutions

Just Us Financial Solutions

(48)
Insurance Services, Wealth Management, Mortgage Services
“We have just completed our remortgage with Susan at JUFS. The entire process with JUFS was pain and hassle free, and we have made a significant saving on our interest rate!”
Senator House, 85 Queen Victoria St, London EC4V 4AB
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Investment Quorum

Investment Quorum

(48)
  • Family
  • Company
  • Wealth Management
“We have been a client of IQ for a number of years. They are professional, approachable and knowledgeable. We are very confident that our needs and expectations are in safe hands. Thank you IQ”
Transparent Fees & Pricing
In Business Since 2000
68 King William St, London EC4N 7HR
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Taylor James Financial Services

Taylor James Financial Services

(48)
Equity Release, Remortgages, Right to Buy
“Excellent Service! I dealt with Sash @ Taylor James and he was really helpful, gave sound information and asked relevant questions to ensure I was presented with the best options. Credible and knowledgeable would definitely recommend.”
Serving Epsom Area
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Conran Mortgages

Conran Mortgages

(50)
  • Stress
  • Property
  • Rate
“I've now organised 2 mortgages via Jeff (and Valerie). Would highly recommend if you would like a friendly, personalised and efficient service. Always a pleasure to work with them. Thank you”
221 Greenwich High Rd, London SE10 8NB
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Moneysprite

Moneysprite

(50)
  • Stress
  • The Future
  • Advice
“We have used Moneysprite over a number of years and has always been excellent. Very knowledgeable, speedy and happy to explain everything in easy to understand terms. Would definitely recommend!”
Remote Consultations Available
In Business Since 2005
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • Buy to Let
  • Efficient
  • Solicitors
“We had a great experience with Ross Culley to get a mortgage for our first purchase, he was great at explaining the process and guiding us through all the steps. Would definitely recommend.”
1 Queen Caroline St, London W6 9YN
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Charles Cameron & Associates

Charles Cameron & Associates

(50)
  • Conveyancing
  • Solicitors
  • Life Insurance
“I highly recommend Charles Cameron & Associates. Alex and Zac were very supportive and approachable, making our mortgage application process smooth, stress-free, at no cost.”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Retirement Planning and Investment Management Services in Epsom Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 427 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range £2007 to £5519 is based on 427 cost profiles.

Why these companies made our list

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