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Wilcox Day Wealth Management

(25)

Felt
Community
Financial Advice

“Geoff has been a great help in the local business community. He has shared much of his time and wisdom speaking at local events and is an extremely knowledgeable wealth management professional. He's genuinely interested in helping you find the right ...”

Featured

Q: What is the Capital Gains Tax allowance? A: The CGT allowance for 2024/25 is £3,000 per individual. As far as CGT is concerned, if you are living with a spouse or a civil partner, you each currently have a £3,000 tax-free annual allowance. £3,000 is the maximum profit you can make on the sale of chargeable assets this tax year before you have to pay CGT. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

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Hart Securus

(6)

“Hart Securus I worked with Andy! One more time, thank you very much for all your amazing service. Absolutely outstanding and seamless experience. With highest professionalism. It was pleasure to deal with you. Dominika”

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Scott Financial

(1)

Mortgages, Equity Release, Insurance & Protection

“Sound advice from local experts”

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Raymond James Hart

“Raymond James Hart is a small, but dedicated team looking after investment portfolios for a select number of clients. We are committed to providing a personalised service and building long lasting relationships with our clients. In many cases we act ...”

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GQ Independent

(26)

Phone Call
Trust
Family

“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...”

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Accountwise

(4)

Managing Your Wealth, Accountancy Compliance, Business Planning

“I use Accountwise for my business and find them extremely helpful and efficient. They are always available to answer any of my questions.”

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Switchfoot Wealth Limited

(4)

“Sebastian Elwell at Switchfoot Wealth has been a superb financial advisor and friend to me and several generations of my family over a number of years. His limitless patience in explaining complex financial topics and his ability to translate our nee...”

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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.”

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Michael Usher Mortgage Services

(50)

Mother
Patient
The Future

“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...”

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Hazelwood Financial Services

(50)

Information
Email
Product

“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...”

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Lloyds Independent Financial Services

(50)

Email
Remortgage
Property

“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...”

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Alexander James Mortgage Services

(50)

Buy to Let Mortgage, Protection and Insurance, 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...”

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Pennymatters

(49)

Corporate Services, Estate Planning, 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...”

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The Surrey Mortgage Broker

(50)

Buy to Let
Knowledge
Advice

“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...”

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Money Ways UK

(50)

Market
Investment
Honest

“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 ...”

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Premier Financial Services

(50)

Stress
Professional
Property

“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...”

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Oakwood Mortgage Services

(50)

Business Protection, TAX, Investments

“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...”

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Oculus Wealth Management Godalming - Financial Advisers

(46)

Patient
Lasting Power of Attorney
Understanding

“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...”

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Knight Frank Finance

(50)

Bridge Loan
Consultant
Result

“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...”

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Bluesky Chartered Financial Planners

(44)

Options
Confidence
Modelling

“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...”

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Origen Financial Services

(50)

Advice on Your Company’s DB Pension Offer, Inheritance Tax and Estate Planning, 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...”

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Roxburgh Financial Management

(50)

Options
Income Protection Insurance
Policy

“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...”

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Asset Harbour

(50)

Work Ethic
Services
Questions

“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...”

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Alresford Financial

(50)

Options
Confidence
Honest

“I recently contacted Mike to seek advice around an equity release mortgage, however Mike was able to secure a general mortgage instead which we didn't think we would be eligible for. Mike was extremely helpful and knowledgeable and the service provid...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Fleet

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Fleet area.

Wilcox Day Wealth Management

Hart Securus

Scott Financial

Raymond James Hart

GQ Independent

Accountwise

Switchfoot Wealth Limited

Creative Lifestyle Planning

Michael Usher Mortgage Services

Hazelwood Financial Services

Lloyds Independent Financial Services

Alexander James Mortgage Services

Pennymatters

The Surrey Mortgage Broker

Money Ways UK

Premier Financial Services

Oakwood Mortgage Services

Oculus Wealth Management Godalming - Financial Advisers

Knight Frank Finance

Bluesky Chartered Financial Planners

Origen Financial Services

Roxburgh Financial Management

Asset Harbour

Alresford Financial

Retirement Planning and Investment Management Services in Fleet Cost Estimates

Why these companies made our list

Wealth Management Advisors near Fleet

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