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Best Financial Advisors in Esher
The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Esher area.
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Trowlock Wealth Management
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Greenacre Financial Services
- Advice
- Life Insurance
- Payments
“We were recommended Lara after our original broker let us down last minute. We are self employed and CIS and wish we'd have gone to Lara from the start as she alleviated all our anxiety. She's so knowledgable, friendly and calm and has been amazing d...”
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Oasis Accountants Limited
Wealth Management, Business accounting, Individual Accounting
“One of the standout qualities of Oasis Accountant Services is their proactive approach.
They didn't just handle my accounting; they offered invaluable advice on tax optimization,
financial planning, and strategies for growth. This level of dedicati...”
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Resolve Financial Solutions
Protection Planning, Financial Planning, Mortgage Planning
“My husband & I recently had the pleasure of working with Chris Lees of Resolve Financial Solutions Ltd and we can't recommend them highly enough. From the outset, Chris was very efficient and informative. His responsiveness was exceptional – any qu...”
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Humboldt Financial
Property & Mortgages, Financial Planning, Portfolio Management
“Consolidating pensions can be a daunting task, just where to start..?With Humboldt, I found the most helpful advice from Sam (Independent financial advisor), who has been able to take me through the journey. Sam has presented my options clearly and h...”
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First Wealth
Cash Flow Modelling
“I have been using First Wealth for my pension portfolio and future tax planning retirement inheritance issues for many years, I briefly left to go to another advisor, but came back as they proved far superior in so many ways, I find them so easy to t...”
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Zinga Financial Services
Investments & Pensions, Home Insurance, Personal Protection
“I recently had the pleasure of working with Aditi Sinha from Zinga Financial Services to buy my first home in London, and the experience exceeded all my expectations. From the initial consultation to the finalization of the mortgage arrangement, Adit...”
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Lifetime Capital
Surveys & Valuations, Wills & Trusts, Solicitors & Conveyancing
“Joe and his team are incredible partners when it comes to home mortgage and general financial advise. Joe has been our financial advisor for couple of years now and we can't recommend him and the team enough. They helped us by going above and beyond ...”
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Financial Partnership
Pensions & Auto Enrolment, Let Property Campaign, Self Assessment Tax Return
“Met with Jay on Wednesday and he helped me understand my taxes & answered all my questions aswell as going a step further & giving me advice on investing going forward, couldn't have asked for more, he went above & beyond to help me & even answered a...”
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Alexander James Mortgage Services
Buy to Let Mortgage, Mortgage, Remortgage
“We have worked with Sarah for many years and she never fails to find us the best opportunity to keep life affordable. From making it possible for us to get into our dream house to now making that dream house work with our finances. Every option is co...”
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Glazers Chartered Accountants
A-Z Services, Financial Services, Personal Tax
“FRIENDLY AND HELPFUL. I have employed Glazers to deal with my personal tax, and the accounts for several SMEs for over 15 years. Their service has been excellent. They respond quickly to any queries and I have found their advice very helpful when I'v...”
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Clever Financial Services
Who We Are, Privacy Notice
“"I just wanted to say that on 7th August 2024 we completed on our house process and have begun to settle into our new home. I just wanted to say thank you for your hard work in securing a mortgage for us and for guiding us through the process from st...”
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Sable International London Main Office
United States, Contact us, Currency Solved
“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 ...”
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Globe Independent Financial Advisors
- Expert
- Private Pension
- Property
“Really impressed with the level of service received from GlobeIFA. I'm currently dealing with Sean O'Sullivan in the sale and purchase of a property. He is extremely knowledgable and has been quick to answer all my queries relating to the mortgage. I...”
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Vinay Malhotra - Independent Financial Adviser
Estate Planning, Critical Illness Cover, Mortgages
“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...”
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Taylor James Financial Services
Equity Release, Help to Buy, Remortgages
“I cannot fault the experience I had with Toby and Erick at TJFS. As a first-time buyer I had a lot of questions, all of which were answered promptly and professionally. Although I'm sure they are very busy people I never felt rushed to get off the ph...”
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Investment Quorum
- Family
- Experts
- The Future
“Very good personal service, including face-to-face or remote meetings with our Investment Manager at least twice a year to review our investments. Good advice on what to do with our investments, especially most recently concerning handling of pension...”
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Just Us Financial Solutions
Insurance Services, Mortgage Services, Wealth Management
“Paul Littlewood has provided me with excellent advice for many years now. He always knows when it is the right time to change anything within my portfolio - and just as importantly, when it is time to stick with what I've got.
Communication from J...”
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Capricorn Wealth Management
- Buy to Let
- Organised
- Fee
“5*+
We had a fantastic experience working with Armani on our house purchase. It was not a smooth ride as we had initially started the process for a flat, but the transaction had various issues outside of our control. When we had to switch properties...”
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Crystal Financial Solutions
- Market
- Product
- Information
“I recently had the pleasure of working with Sarah Walli to select the best insurance for myself, and I couldn't be happier with the experience. Sarah helped me choose critical illness insurance that perfectly fits my needs. She also ensured my daught...”
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Ablestoke Financial Planning
Business Wealth, Property Wealth, Wealth Creation
“I was introduced to Ablestoke by my partner, as we were looking to buy our first property together. We had several meetings with Priyesh who was always at hand to answer any questions we had, with the outmost professionalism and care, even going well...”
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Moneysprite
- Stress
- Felt
- Property
“I can't thank Magda enough with all her work she put in with our mortgage. She made the first step of buying a home a smooth as it could be. Every questions we had was answered immediately (as first time buyers you have a lot). Magda was so good I h...”
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Charles Cameron & Associates
- Conveyancing
- Critical Illness
- Level of Service
“Charles Cameron and Associates have been very helpful right from the beginning of the process (Day 1) till the end (successful completion) especially clarifying on the LTV, pros and cons on Mortgage types, deals and number of years etc., Special ment...”
Retirement Planning and Investment Management Services in Esher Cost Estimates
Minimum cost
£1209
Maximum cost
£10267
National Average
£3624
Avg Per Hour Rates
£364
£2416
£6644
Typical price range is based on
376 cost profiles
Why these companies made our list
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