Best Financial Advisors in Farnborough

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Farnborough area.

Money Ways UK

Money Ways UK

(50)
  • Market
  • Mortgage
  • First Time Buyers
“I recently contacted Mike to seek advice around an equity release for my parents. Mike was extremely helpful and knowledgeable of the market and was able to arrange a mortgage rather than a more expensive equity release product. The service provided ...”
20+ Years Experience
19 Camp Rd, North Camp, Farnborough GU14 6EN
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Origen Financial Services

Origen Financial Services

(50)
Pensions and Retirement Planning, Retirement Options, Financial Protection
“Deciding on what to do with your pension can be a traumatic time when trying to make the right decision when nearing the time to take your pension. Through my employer I was given access to Origen Financial Services and Tim Neilson who was very court...”
Second Floor, Ascent 4, 2 Gladiator Way, Farnborough GU14 6XN
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Roxburgh Financial Management

Roxburgh Financial Management

(50)
  • Options
  • Mortgage
  • Equity Release
“I want to express my gratitude to Roxburgh Financial Management, especially to Tim, and for his outstanding support during our mortgage application. Tim's expertise in explaining the entire process has made this journey exceptionally smooth. He has m...”
Meads Business Centre, The, 19 Kingsmead, Farnborough GU14 7SR
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Shipton Wealth Limited

Shipton Wealth Limited

(1)
“I have known Shipton Wealth for a number of years through my BNI Business Networking and they are extremely professional and knowledgable with their advice. Over the years I have heard plenty of other testimonials for them and seen them service a lar...”
Shipton Wealth Ltd, Abbey House, 282 Farnborough Rd, Farnborough GU14 7NA
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Kudos Financial Consultancy

Kudos Financial Consultancy

“I need help with an effective estate planning strategy, one that enables me to pass on my wealth to the people I care about and minimise the amount of tax I pay.”
In Business Since 2002
Transparent Fees & Pricing
22 Albert Rd, Farnborough GU14 6SH
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Financial Planning, Protection Planning, Mortgage Planning
“Chris came highly recommended, and I knew he was the best person to guide, advise, and assist us in securing our first mortgage. His exceptional knowledge, communication, and efficiency have been remarkable. He helped us get the best deal, promptly a...”
Transparent Fees & Pricing
Serving Farnborough Area
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GQ Independent

GQ Independent

(26)
  • Phone Call
  • Pension
  • Number
“A pleasure to receive financial advice from Rita & Paul. All contact was friendly and helpful and not intimidating in any way. The information was clear, direct and very informative but easy to understand. Resulting advice practical, pragmatic and...”
30+ Years Experience
Free Initial Consultation
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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Accountwise

Accountwise

(4)
Financial Coaching, Tax Planning and Advice, Business Planning
“I have used Accountwise for almost 2 years now. They are very professional and responsive to any needs we have for our small business. They have guided us through various important phases as we have grown and gave clear and precise training on the ac...”
Remote Consultations Available
Innovation House, Molly Millars Cl, Wokingham RG41 2RX
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Switchfoot Wealth Limited

Switchfoot Wealth Limited

(4)
“I have just had my first introductory call with Seb from Switchfoot Wealth. I was instantly impressed with Seb's professionalism, calm demeanour, patience, and the way he takes time to explain things in simple terms - something which is incredibly us...”
147 Frimley Rd, Camberley GU15 2PS
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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 Farnborough Area
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Creative Lifestyle Planning

Creative Lifestyle Planning

(10)
  • Pension
  • Financial Advice
“Matt Angel helped me sort out all my frozen pensions he found me some really good deals I couldn't be more pleased and would highly recommend his services to anyone looking for financial advice and will be using his services again in the future.”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Mortgage, Protection and Insurance, Buy to Let Mortgage
“Katie Langhorn has been absolutely tremendous for us! Could not have asked for anymore - knowledgeable, experienced, honest, proactive, a realist, extremely friendly… She has helped us every step of the way and made our first time buying experience a...”
14 Chertsey Rd, Woking GU21 5AH
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Hazelwood Financial Services

Hazelwood Financial Services

(50)
  • Information
  • First Time Buyer
  • Market
“I'm writing this review because Dave was recommended to me by a friend and he has made me and my fiancé's first time buyer experience so smooth. Dave instructed us from beginning to end on what we should be doing and what to look out for with regards...”
Coupons & Offers
Serving Farnborough Area
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(50)
  • Mother
  • Team
  • Company
“We used Michael Usher as first time buyers for our mortgage broker, and cannot thank Matt & Paige enough for all of their work! From initial contact through to exchange & completion, we were kept up to date the whole way through. As first time buye...”
In Business Since 2015
Family Business
Serving Farnborough Area
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(50)
  • Email
  • Options
  • Patient
“Mark is exceptionally professional, friendly and highly efficient. In less than a day after our first call, he'd found exactly the mortgage for which I was looking, which a large firm of City advisers had missed, helped me through the application (e...”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Pennymatters

Pennymatters

(49)
Investments, Mortgages, Protection
“We've just completed our third house move and from acquiring our first mortgage through getting a second one, remortgaging and porting products, Kate Mihell has been absolutely indispensable. From our first conversation throughout all the house moves...”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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The Surrey Mortgage Broker

The Surrey Mortgage Broker

(50)
  • Buy to Let
  • Remortgage
  • Sense of Humour
“Absolutely brilliant service from Richard. Worked hard, bent over backwards and got us a mortgage offer sorted out. An absolute gentleman he kept us informed and up to date with how things were progressing. Good sense of humour and a credit. Would re...”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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Premier Financial Services

Premier Financial Services

(50)
  • Stress
  • Advice
  • Vendors
“Paul has helped me and my family secure favourable financial products for the last decade; this includes initial and renewal mortgages - some of which have been a challenge or on very short notice, life assurance products, our POA, and our wills (and...”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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Oakwood Mortgage Services

Oakwood Mortgage Services

(50)
Protection, Home Insurance, At Retirement
“We honestly couldn't recommend Oakwood Mortgage Services Ltd enough! Kate has been incredible throughout the whole process from talking us through our options when we first contacted Oakwood to getting our mortgage offer. She has been there every ste...”
In Business Since 2014
Serving Farnborough Area
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Oculus Wealth Management Godalming - Financial Advisers

Oculus Wealth Management Godalming - Financial Advisers

(46)
  • Patient
  • Wills
  • Financial Management
“The most important aspect in using Elm Is that I feel I can trust Tristan and his team absolutely and that they will at all times represent my best interests in accordance with my risk profile. Although I have used them for investments only, with the...”
11 Wharf St, Godalming GU7 1NN
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Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners

(44)
  • Options
  • Pensions
  • Sound
“Bluesky has really helped me to stop worrying about whether I will have enough money to retire. They helped my wife and I work through our monthly spending requirements post retirement and then we were able to model how much we needed to put into our...”
20+ Years Experience
Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF
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Knight Frank Finance

Knight Frank Finance

(50)
  • Bridge Loan
  • Product
  • Number
“Very grateful to Dominic Sharp at Knight Frank Finance for all his professional assistance in securing the best possible interest rate for my mortgage. Dominic is very knowledgeable and efficient, and he took care of the whole mortgage application pr...”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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Asset Harbour

Asset Harbour

(50)
  • Work Ethic
  • Professional
  • Planning
“Having recently gone through the process of getting our Wills done with Asset Harbour I can say that everything about the process was really professional and reassuring. Everyone in the team did a great job of guiding us through the process and Freya...”
In Business Since 2009
Serving Farnborough Area
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Porter Garland Limited

Porter Garland Limited

(39)
  • Meeting
  • Team
  • Trust
“Since starting my business 8 years ago, working with Porter Garland has been a most rewarding experience. They appreciate that every business is different and everyone has their own specific needs. The work they carry out so efficiently (and the mone...”
Serving Farnborough Area
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Retirement Planning and Investment Management Services in Farnborough Cost Estimates

Minimum cost
£1221
Maximum cost
£10365
National Average
£3658
Avg Per Hour Rates
£367
£2439
£6707
Fair price range is based on 374 cost profiles
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Average Cost £3658
Minimum cost £1221
Maximum cost £10365
Avg Per Hour Rates £367

Fair range $2439 to $6707 is based on 374 cost profiles.

Why these companies made our list

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