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

(30)
  • Confidence
  • Mortgage
  • Insurance
“Found Money Ways through Google search, needed advice on pensions and equity release and couldn't have found better company to deal with, Mike Daniels immediately puts you at ease, doesn't baffle you with legal jargon just gives you the facts and kee...”
20+ Years Experience
19 Camp Rd, North Camp, Farnborough GU14 6EN
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Shipton Wealth

Shipton Wealth

(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...”
Abbey House, 282 Farnborough Rd, Farnborough GU14 7NA
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Kudos Financial Consultancy

Kudos Financial Consultancy

In Business Since 2002
22 Albert Rd, Farnborough GU14 6SH
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Wall Wealth Management

Wall Wealth Management

“Based in Hampshire and led by Practice Principal, Alan Wall, we specialise in the areas of investment, retirement and estate planning.”
Cambridge Rd E, Farnborough GU14 6QX
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Roxborough Wealth Management

Roxborough Wealth Management

(22)
  • Mortgage
  • Experience
  • Team
“My partner and I were recommended Roxborough by a family member and have received excellent service from them since the get go. Stephanie's work has been extremely valued when finding and applying for a mortgage. She has answered all queries in a ver...”
In Business Since 2012
Serving Farnborough Area
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Delaunay Wealth Management

Delaunay Wealth Management

(4)
“Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) reco...”
In Business Since 2012
Transparent Fees & Pricing
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX
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Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited

(4)
Financial Planning, Protection, Estate Planning
“I had worked for many years with an International Corporation and in my last years was becoming disappointed with changes being implemented to the Pension scheme of which I had been a member since the late 1980's. The company were implementing a new ...”
20+ Years Experience
Dorna House Two, Guildford Rd, West End, Woking GU24 9PW
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Milton Independent Financial Advisors

Milton Independent Financial Advisors

(3)
Mortgages, Pensions, Protection
“Stuart and Katie were outstanding during the mortgage application that they managed for us. They were both professional and personable and kept informed every step of the way. They even went over and above to deal with additional queries that we had ...”
Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA
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Dentons Wealth

Dentons Wealth

(3)
Investments, Mortgages and Equity Release, Protection
“A thoroughly professional and personal service from take-on and ever since. Sue and the Dentons team care deeply about the advice they give and do so in an unbiased and objective manner. I transferred several employer pension schemes and would trust ...”
Weirview Place, Sutton House, Catteshall Ln, Godalming GU7 1XE
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Assets Accounting

Assets Accounting

(2)
Financial Planning and Wealth Management, Accounting, Tax Investigation Insurance
“Having worked with various accountants in the past I came to Andrew and Assets Accounting for the completion of recent my tax return. Needless to say Andrew was helpful 'over and above' my expectations providing advice and support in a calm and cons...”
Serving Farnborough Area
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Switchfoot Wealth Limited

Switchfoot Wealth Limited

(4)
“The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and af...”
28 Upper Hale Rd, Farnham GU9 0NS
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Century Law Limited T/As Century Financial Planning

Century Law Limited T/As Century Financial Planning

(2)
“The advice and help I have had from Alan at Century FP has transformed my ideas about my retirement and enabled me to fulfil some lifetime ambitions in the safe knowledge that I have sufficient income to support them. I have found them at all times ...”
St Stephens House, Arthur Rd, Windsor SL4 1RU
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Littlewick Wealth Management

Littlewick Wealth Management

(1)
“Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by...”
Fairoaks Airport, Littlewick Wealth Management Ltd Unit A19, Chobham, Woking GU24 8HU
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Bramley Financial Planning

Bramley Financial Planning

(1)
“Rupert has been wonderful for me and my family. I had many pension and retirement issues that he has cleaned up, explained to me in great detail, and got me working towards the goals in my life. Wouldn't be where I am without his help.”
Serving Farnborough Area
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Alexander James Wealth Solutions

Alexander James Wealth Solutions

(30)
Investments, Retirement Planning Specialist, Inheritance Tax Planning
“Absolutely phenomenon mortgage service providers. When I first contacted Mark, one of the key things he promised was that he would guide us all the way from the beginning until our new home was secured. He indeed went above and beyond to deliver on t...”
14 Chertsey Rd, Woking GU21 5AH
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(30)
  • Phone
  • Options
  • Email
“Outstanding service. As a first time buyer I was apprehensive and a little ignorant about all the terminology. Mark made the entire process completely hassle free for me - communication was first rate, explanations clear and concise and he was alwa...”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(30)
  • Remortgage
  • Team
  • Financial
“Very helpful and friendly. Always had the time for us when we needed advice and answered all our questions as first time buyers. Whenever we needed an appointment we got one and it was with the same people. Great continuity, excellent service, and a ...”
In Business Since 2015
Family Business
Free Initial Consultation
Serving Farnborough Area
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Elm Financial Management - Independent Financial Advisers

Elm Financial Management - Independent Financial Advisers

(30)
  • Experience
  • Wills
  • Life
“I went to Elm Financial with the view to consolidate and move my pension holdings into a better performing and easy to manage fund. Tristan gave me great advice and with his team made the fund move very straightforward. I am very happy with their pro...”
11 Wharf St, Godalming GU7 1NN
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Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners

(30)
  • Pensions
  • Modelling
  • Understand
“Coming up to retirement is not easy, especially if you have had pensions frozen throughout your career so have resulted in multiple pensions to manage like us it was very daunting. We contacted Bluesky and they sorted everything. We new it was sound ...”
20+ Years Experience
Chalfont Cl, Earley, Reading RG6 5SY
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Hazelwood Financial Services

Hazelwood Financial Services

(30)
  • Information
  • First Time Buyer
  • Phone
“My name is Diana and my husband and I have used Hazelwood Financial Services more then once and we have always received an excellent service. Peter and Dave have always been available on the phone or email to answer my questions quickly and efficient...”
Coupons & Offers
Serving Farnborough Area
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The Surrey Mortgage Broker

The Surrey Mortgage Broker

(25)
  • Product
  • Financial
“Richard has been really helpful throughout the process. From taking his time to understand our situation through to securing our mortgage offer and keeping us updated along the way. Very responsive to calls and emails which is especially useful when ...”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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Giles Warren Financial

Giles Warren Financial

(20)
Calculators, My Portfolio, Research Links
“I went to Giles to get financially straight after divorce and couldn't be happier. Good, honest advice and always has time to provide that extra bit of support. I've a long term plan in place and already seeing decent returns, highly recommended!”
35+ Years Experience
59-60 Gainsborough House, Thames Street, Windsor SL4 1TX
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Unavida Wealth Management

Unavida Wealth Management

(20)
Investment Planning, Wealth Acceleration For Business Owners, Wealth Planning
“I was very lucky to meet Ray about 7 years ago , he is a straight talker and understands your needs and priorities when it comes to financial and life planning. All of Ray's investment recommendations come with a sound rationale which has been fully ...”
In Business Since 2014
4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ
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Knight Frank Finance

Knight Frank Finance

(30)
  • Consultant
  • Market
  • Bridge Loan
“I can't recommend Andrew highly enough. He guided us through a complex mortgage procurement process, matched to our needs, and enabled us to achieve our dream. His people skills are amazing...he took time to understand us and our unique needs and stu...”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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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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