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.

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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...”

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Lloyds Independent Financial Services

(30)

Products
Options
First Time Buyer

“A 5 Star Service- Mark has been amazing over what was a really tricky mortgage situation. Having required the service of a number of mortgage advisers over the years, I can say Mark is the best- he always responds to any questions asked very efficien...”

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The Surrey Mortgage Broker

(25)

Product
Financial

“Couldn't recommend Richard more highly to anyone wanting a new mortgage. Always a prompt and reliable service. Has managed my mortgages for some time now and always manages to find the most appropriate and cost effective deal.”

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GP Norgate

(10)

Mortgage

“Gareth was brilliant from start to finish. We are first time buyers who had no clue what to do and he took us through the whole process. Simple and straight forward advice and guidance. Highly recommend”

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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Funding Routes

(3)

“We had an excellent experience with Funding Routes and we will be using them again as we purchase swimming pool supplies from abroad. They're transparent and gave us a clear view of our options, it saved us a lot of time and money! Thank you.”

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.

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

96 (100)

Minimum Reputation Rank

99.7 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

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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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Melior Wealth

(1)

“knowledgable, professional, trusted and experienced. I always received fantastic advice and service. competitive pricing.”

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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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Wise & Co Accountants

(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

(12)

Understand
Questions

“James was very helpful providing detailed advice on planning for my retirement. His extensive knowledge and guidance has enabled me to confidently invest a proportion of my savings, knowing I will be financially supported during later life.”

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Holland Advisors

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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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Una King Wealth Management

(4)

“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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RDS Financial Consultants

“Successful Financial Planning relies as much upon opinion and feeling as it does upon fact. As a result, financial decisions are often complicated, not only by the range and complexity of the options and plans available, but also, by the need to bala...”

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GQ Independent

“If you want to have a comfortable, secure and fun retirement that you can really enjoy, then you need to build up a financial nest egg to fund it all. It may seem a bit of a drag now but putting together a retirement plan with a financial advisor is ...”

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PMN Financial Management - Chartered Financial Planners

“PMN Financial Management is a firm of Independent Financial Advisers which was founded in 1992 by two founding partners, Peter Neri and Mark Dipple.”

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Trembeth Wealth Management

“Welcome to Trembeth Wealth Management LLP Based in Farnham, Surrey, Trembeth Wealth Management LLP provides financial advice tailored to meeting the financial goals and priorities of individuals and businesses using the distinctive award-winning appr...”

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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...”

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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 ...”

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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 ...”

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Dentons Wealth

(3)

Tax Planning, Investments, Mortgages and Equity Release

“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 ...”

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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...”

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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.”

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Alexander James Wealth Solutions

(30)

Investments, Retirement Planning Specialist, Inheritance Tax Planning

“Charlotte saw us through a remortgage of a buy to let property and a purchase of a new home. We were first in touch in June 2020 and the purchase process only completed in Feb 2022 but Charlotte was incredibly patient and flexible throughout. She too...”

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

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.

Switchfoot Wealth Limited

Lloyds Independent Financial Services

The Surrey Mortgage Broker

GP Norgate

Funding Routes

Trinity Rose Private Finance

Melior Wealth

Whiting Financial

Wise & Co Accountants

Justice Wealth Management

Holland Advisors

Grierson Dickens

Una King Wealth Management

RDS Financial Consultants

GQ Independent

PMN Financial Management - Chartered Financial Planners

Trembeth Wealth Management

Delaunay Wealth Management

Bespoke Independent Financial Advisers Limited

Milton Independent Financial Advisors

Dentons Wealth

Littlewick Wealth Management

Bramley Financial Planning

Alexander James Wealth Solutions

Retirement Planning and Investment Management Services in Farnham Cost Estimates

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Wealth Management Advisors near Farnham

Popular in Farnham