Best Financial Advisors in Farnham

Handpicked from 47 vetted & reviewed Financial Planning & Wealth Management firms in the Farnham area, discover the top 5 elite providers among the selected group of 24 finalists.

GQ Independent

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”
30+ Years Experience
Free Initial Consultation
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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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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Lloyds Independent Financial Services

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...”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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The Surrey Mortgage Broker

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...”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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GP Norgate

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.”
Free Initial Consultation
London Road, Camberley, GB, GU15 3HL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Face 2 Face Financial

Face 2 Face Financial

(1)
Videos, Calculators, Research Links
“Amazing”
2 The Glade, Farnham GU9 0QT
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Shaw Gibbs - Farnham

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...”
In Business Since 2006
Wey Court West, Union Rd, Farnham GU9 7PT
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Trinity Rose Private Finance

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...”
In Business Since 2002
40 Downing St, Farnham GU9 7PH
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Justice Wealth Management

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”
Little Waltham, Collinswood Rd, Farnham Common, Slough SL2 3LJ
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Whiting Financial

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.”
Beaver House, 79 West St, Farnham GU9 7EH
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Una King Wealth Management

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...”
5 Kennedy Cl, Farnham Common, Slough SL2 3NB
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Grierson Dickens

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'. ...”
In Business Since 2000
Transparent Fees & Pricing
10 St Georges, Bear Ln, Farnham GU9 7LW
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Price Ferguson

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...”
In Business Since 1999
Transparent Fees & Pricing
93-94 West St, Farnham GU9 7EB
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Funding Routes

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”
Victoria House, South St, Farnham GU9 7QU
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PMN Financial Management - Chartered Financial Planners

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...”
In Business Since 2010
B4 Endeavour Place, 11Coxbridge Business Park, Alton Rd, Farnham GU10 5EH
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RDS Financial Consultants

RDS Financial Consultants

1 Boundstone Rd, Wrecclesham, Farnham GU10 4TH
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Resolve Financial Solutions

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 ...”
Transparent Fees & Pricing
Serving Farnham Area
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Accountwise

Accountwise

(4)
Managing Your Wealth, Financial Coaching, Tax Planning and Advice
“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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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 Farnham Area
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Creative Lifestyle Planning

Creative Lifestyle Planning

(10)
  • Pension
  • Financial Advice
“Matt and the team at Creative Lifestyle Planning certainly have their clients interests at heart and give clear, concise guidance and advice. This is very reassuring particularly when my wife and myself are nearing retirement. I would not hesitate...”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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Hazelwood Financial Services

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...”
Coupons & Offers
Serving Farnham Area
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Michael Usher Mortgage Services

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...”
In Business Since 2015
Family Business
Serving Farnham Area
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Alexander James Mortgage Services

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...”
14 Chertsey Rd, Woking GU21 5AH
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Pennymatters

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...”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Retirement Planning and Investment Management Services in Farnham Cost Estimates

Minimum cost
£1187
Maximum cost
£10081
National Average
£3558
Avg Per Hour Rates
£357
£2373
£6524
Fair price range is based on 448 cost profiles
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Average Cost £3558
Minimum cost £1187
Maximum cost £10081
Avg Per Hour Rates £357

Fair range $2373 to $6524 is based on 448 cost profiles.

Why these companies made our list

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