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Lloyds Independent Financial Services

(50)

Remortgage
Options
First Time Buyer

“The support we received from Lloyds Financial Services was great. Mark Lloyd took us through a variety of options for our remortgage, patiently explaining what options were available to us and finding new quotes for us as our search progressed. Duri...”

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The Surrey Mortgage Broker

(50)

Knowledge
Remortgage
Professional

“We've remortgaged with Richard several times now and on each occasion he has provided us with the right level of advice and support to allow us to make the right decisions, for the right reasons. If you are looking for a mortgage broker who genuinely...”

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GQ Independent

(26)

Trust
Pension
Understand

“Great advise with my pension consolidation; well invested and great return. Great service and very personable which is what you need when investing. Rita is someone who will listen and discuss your needs and advise accordingly. Highly recommend”

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GP Norgate

(22)

Sale
Team
Planning

“Gareth is a very competent financial advisor and he has provided financial services and advice to me on a number of occasions. His knowledge of the financial sector is extremely impressive and I would not hesitate to recommend him.”

Featured

When it comes to mortgages, we talk quite a lot about later life lending options. That isn’t just because we enjoy working with older clients, but because demand is on the rise for mortgages aimed at older people. So, what is later life lending? 🤔 Later life lending is the umbrella term for any mortgage product aimed at homeowners over the age of 55. It’s given its own section in the mortgage world because there are a wide range of reasons people of this age may want a mortgage, and the selection of products available is a bit different. For example, someone over 55 might want to borrow because: ✅ It’s a viable alternative to using other assets ✅ Can be used to supplement retirement income ✅ Free up capital for holidays, cars, home improvements or gifting money to family ✅ Repaying an interest-only mortgage taken out years ago ✅ Restructuring old debts ✅ Retirement planning To find out more, discover your potential mortgage options, and whether GP Norgate can help you, click below. 👇...

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Face 2 Face Financial

(1)

Videos, Calculators, Research Links

“Amazing”

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Trinity Rose Private Finance

(2)

“Simon Aston and his team were incredibly helpful, focussed, caring and efficient in helping me to find the best mortgage deal for me at the time of my mortgage application. The nature of my occupation as a training doctor and moving localities frequ...”

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Shaw Gibbs - Farnham

(2)

“Highly recommend Steve South and all his team at Wise and Co. Steve has been a tremendous support, both personally and to our business, over the past 8 years. His attention to detail and his ability to integrate all aspects of our financial lives h...”

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Justice Wealth Management

(18)

Expertise
Understand
Knowledge

“James is a very reliable and trustworthy person. He is very knowledgeable in his field and will take care of you as a client. He works hard and is very thorough in what he does. Thanks Brad”

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Whiting Financial

Calculators, My Portfolio, Research Links

“Our professional advice is given by building knowledgeable relationships on an individual basis with our clients. Bespoke financial guidance is then given to support lifestyle, aspirations and wealth planning through all of life's stages.”

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Una King Wealth Management

(4)

Family
Pension

“I am small business owner and wanted to set up a pension for myself in retirement. I did not know where to start, so Una explained to me the various pension options I had, including the tax benefits and how I could access the money when I retire. U...”

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Grierson Dickens

“"The initial attraction was that you approached the situation not from the angle of 'how best to offer independent investment advice' but from the rather unique perspective of - 'what are your life goals and let's see how you can best achieve them'. ...”

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Price Ferguson

“Price Ferguson has been our financial advisor for many years now and we recommend the firm to those looking for quality advice and service. The approach to personal finance and straightforward products put everything we require in one place. We trust...”

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Funding Routes

(1)

“Funding routes were great in sourcing potential funding options for my company. Very quick and responsive. Offering good advice and support throughout the process. Wouldn't hesitate to use them again. Positive Responsiveness, Professionalism, Value”

FAQs

Why use Funding Routes?

We've grown out of the need for there to be more transparency in the business funding and international payments space. We live in a time where information is available to us, but the endless options when it comes to finding a funding or payments provider can be overwhelming. We put together routes for you and show you what the market has to offer, dependent upon your individual business requirements. By filtering out all of the companies that are not the right fit, you see a list that is tailored to you and your business. Keeping our information and offerings up to date is of the upmost importance to us.

Why not just go direct to the supplier?

There's nothing stopping you from doing so. We'll give you the routes that you have available and you can get the contact with the providers quickly through us, but should you feel the need to go direct then you are more than welcome to do so.

I'm not sure how to choose between the companies on offer?

We're here to help. We understand that the process for picking a supplier can be quite confusing, so that's why one of our business experts can get in touch to provide information on the latest offerings within the market.

Will my credit score be affected?

We don't run any form of searches on your business on our site, so completing our form and seeing your different routes will not show up on your credit file. Once you've chosen to contact a provider, they will likely go through certain checks depending on their application criteria. We can let you know the types of searches your chosen provider will need to do.

Will using Funding Routes affect the price we achieve?

Using us will not affect the price that you achieve from our partners. The price would be exactly the same as if you were to go to the supplier directly. The only difference is that you can have a wider market view of the products that are available to you with us.

More information can also be found on the FAQ page of our website.

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PMN Financial Management - Chartered Financial Planners

Accessibility, Website Terms and Conditions, Cookie Policy

“You acknowledge and agree that it is your responsibility to keep secure and confidential any passwords that we issue to you and your authorised employees and not to let such password(s) become public knowledge. If any password(s) become known by some...”

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RDS Financial Consultants

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Leonna Salmon Financial Planning

(1)

“Had a great meeting with Leonna recently, she was very professional, explained everything in great detail and couldn't have been happier with how it went. Would give 100 stars if I could. Definitely recommend.”

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Resolve Financial Solutions

(50)

Financial Planning, Protection Planning, Mortgage Planning

“We just remortgaged our property through Resolve. Our financial planner Jack Dudley has been exceptional. Jack explained every document and processes in a simplified manner and has been so patient with all of our questions. He is very responsive and ...”

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Alexander James Mortgage Services

(50)

Mortgage, Protection and Insurance, Buy to Let Mortgage

“We used Darryn for our mortgage. He met with us at our home, at a time convenient for us and put us at ease, explaining everything in a way we understood.His expertise and knowledge mad the process smoother than we had anticipated. He kept us informe...”

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Hazelwood Financial Services

(50)

Email
First Time Buyer
The Future

“Hazelwood Financial Service provided me with an exceptional service of the highest professional quality. He is very responsive to correspondence and guide you through every aspect of the process. I would highly recommend Hazelwood and would give 10 s...”

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Michael Usher Mortgage Services

(50)

Patient
Team
Knowledge

“Where to start with the phenomenal Andrew?!?!!! What a guy!! Andrew is one of the warmest, kindest and most knowledgable people that I have ever met. The time and effort that he went to in order to secure us the best possible mortgage was unreal, it...”

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Pennymatters

(49)

Corporate Services, Investments, Mortgages

“Over the moon with Matt Bloom from Penny Matters! Being self employed it was becoming more of a struggle to find a broker who could find a lender for me. Matt was extremely efficient and most importantly (for me) keeping me informed throughout. Thank...”

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Premier Financial Services

(50)

Professional
Advice
Knowledge

“When I decided to buy my own place a couple of years ago, Paul was recommended to me by a close friend of mine. As a first time buyer I was pretty clueless on the process and a bit terrified of the prospect to be fair! I had nothing to worry about as...”

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Money Ways UK

(50)

Investment
Mortgage
Future

“We were looking for a financial advisor and Looking online found Mike from Money Ways who had great reviews. He has been extremely helpful, very responsive, offering us advice and the best way forward. During lockdown getting in contact with compani...”

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Oakwood Mortgage Services

(50)

Business Protection, Protection, At Retirement

“My wife and I have known Andy Sweetman for 14 years and can testify to his absolute integrity. When Andy qualified as a Finacial Adviser we were very pleased we could entrust our finances to him.. Our pensions were scattered across several different...”

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Average Cost	£3558
Minimum cost	£1187
Maximum cost	£10081
Avg Per Hour Rates	£357

Best Financial Advisors in Farnham

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Farnham area.

Lloyds Independent Financial Services

The Surrey Mortgage Broker

GQ Independent

GP Norgate

Face 2 Face Financial

Trinity Rose Private Finance

Shaw Gibbs - Farnham

Justice Wealth Management

Whiting Financial

Una King Wealth Management

Grierson Dickens

Price Ferguson

Funding Routes

PMN Financial Management - Chartered Financial Planners

RDS Financial Consultants

Leonna Salmon Financial Planning

Resolve Financial Solutions

Alexander James Mortgage Services

Hazelwood Financial Services

Michael Usher Mortgage Services

Pennymatters

Premier Financial Services

Money Ways UK

Oakwood Mortgage Services

Retirement Planning and Investment Management Services in Farnham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Farnham

Popular in Farnham