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Oculus Wealth Management Godalming - Financial Advisers

(46)

Life
The Future
Advice

“Tristan and team make the investment process human. Any questions I have are answered quickly and clearly and I feel like a valued client being guided to make my own decisions. The investments are doing well too! Positive Responsiveness, Quality, P...”

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Time of Life Mortgages

(3)

“Time of Life mortgages went above and beyond in terms of service and keeping me updated on the process of a complicated mortgage situation we were in. Very happy with the mortgage we now have, and advice given to us from the start!”

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Dentons Wealth

(3)

“Its a pleasure working with Mark and the Dentons team. They are a superbly informed and friendly team who play a vital lead in my wealth management.”

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Gatland Wealth Management

(6)

Family
Choices
Knowledge

“Kevin has been a great help navigating the many options and decisions relating to our investments. His approach is thorough and the information he provides is very clear, leaving us feeling confident that we're in control and well informed. Since...”

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Medical Investment Services

“The most effective estate planning begins with deciding how the estate can be distributed to the intended beneficiaries over time, whilst ensuring that the owner of the assets retains adequate provision for their current and future needs.”

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Oak Barn Financial Planning

Investment Management, Divorce, Financial Planning

“In particular, I did want to thank Paul. We all know it was his brainwave that facilitated the scheme that allowed it to happen. It is a pleasure to deal with professionals who know their onions.”

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Arch Financial Planning

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Mackenzie Financial Management

“MacKenzie Financial Management provides a comprehensive and professional service offering advice on a variety of products including pensions, investments, mortgages, life protection and inheritance tax planning. We offer the traditional values of hig...”

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McLaren Capital Limited

“McLaren Capital is a wealth management business, based in Godalming in Surrey. Consisting of a group of expert finance professionals, McLaren provide investment advice to private clients and companies on a wide range of financial aspects, from ...”

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Resolve Financial Solutions

(50)

Protection Planning, Financial Planning, Mortgage Planning

“We were so grateful for Suzanne's brilliant help and expertise with our mortgage and insurance. It took us a very long time to find our new home, and she was fantastic throughout. Throughly recommended, and we'll definately be a returning customer wh...”

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Coole Bevis Law

(29)

Efficient
Conveyancing
Sale

“Happy experience. We have used Yvonne @ Coole Bevis twice in the past ten years for sale & purchase of a house (previous time when they were Coole & Haddock). The fees are in line with most local solicitors, I prefer paying a little more than a...”

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GQ Independent

(26)

Advice
Email
Understand

“Excellent advice fully taking into account our interests, needs and financial position. Moreover GQ offer a very personal approach which is reassuring and supportive. We're always impressed by their up to date knowledge of the market and suitable pro...”

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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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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...”

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Horsham Financial Services

(9)

“Had an initial consultation with Daniel Hanbury. He was clear and very helpful in making sense of current legislation around IHT. The fact that we probably don't need any ongoing input from him didn't seem to matter at all - he still took the time to...”

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Xplus London - South London Accountants

(50)

Bookkeeping South London, Registered Office, Business Advisory Services

“Amazing people, amazing experience! When looking for a accountant, you shouldn't feel like your going to the dentist. Abdul and his team made my experience painless and saved me money which I didn't realize I could save. Try these guys. You can alw...”

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Michael Usher Mortgage Services

(50)

Property
Expertise
Knowledge

“Mark Bateman was incredibly helpful, taking us through the mortgage process from the start to completion of the property. He answered every question we had (no matter how silly) fully explaining every detail to ensure we understood. I'm very happy kn...”

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Lloyds Independent Financial Services

(50)

House
Informative
First Time Buyer

“Mark helped us getting our mortgage and then subsequently got us a good deal for a new fixed rate term also. He has been really patient with us, always happy to break things down into understandable information and the next time we need any financial...”

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Hazelwood Financial Services

(50)

Family
Financial Advice
The Future

“Dave at Hazelwood has been great over the last month to secure my first mortgage. It's always a lot of information to take in as a first time buyer, but Dave offered to help every step of the way - and always had the time to make sure I understood ev...”

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Alexander James Mortgage Services

(50)

Buy to Let Mortgage, Protection and Insurance, Mortgage

“We received great mortgage advice from a Mark at AJMS and he was a pleasure to work with. He clearly has a wealth of experience and guided us through the whole process, making it very painless. He even helped us secure an even lower rate just days b...”

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Money Ways UK

(50)

House
Equity Release
Future

“I have used Money Ways for my mortgage twice now, once to remortgage and now on the purchase of my new home. Mike has been nothing but professional and accommodating, happy to guide me through the process and answer any questions I raised. I would hi...”

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The Surrey Mortgage Broker

(50)

Market
Insurance
Professional

“Richard has helped us and our family members over the years, he works so hard to find the best deals and makes the whole process that much easier and stress free. A true honest gentleman. We would recommend Richard hands down without a doubt.”

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Oakwood Mortgage Services

(50)

Investments, At Retirement, Business Protection

“Kate has been brilliant with helping me to work out how much I can raise for a mortgage. Going through a divorce is tough enough, and Kate has been proactive with answering my emails in a timely manner and getting back to me with the answers I have n...”

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Origen Financial Services

(50)

Financial Protection, Retirement Options, Advice on Your Company’s DB Pension Offer

“Origen Financial Services were recommended by my employer. I planned to take early retirement, My initial enquiry to OFS I was introduced to Leon Hunt. I was confident with Leon's approach from his very first call. We are now in year three and i comm...”

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Average Cost	£3661
Minimum cost	£1221
Maximum cost	£10371
Avg Per Hour Rates	£368

Best Financial Advisors in Godalming

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Godalming area.

Oculus Wealth Management Godalming - Financial Advisers

Time of Life Mortgages

Dentons Wealth

Gatland Wealth Management

Medical Investment Services

Oak Barn Financial Planning

Arch Financial Planning

Mackenzie Financial Management

McLaren Capital Limited

Resolve Financial Solutions

Coole Bevis Law

GQ Independent

Switchfoot Wealth Limited

Pyrford Financial Planning

Horsham Financial Services

Xplus London - South London Accountants

Michael Usher Mortgage Services

Lloyds Independent Financial Services

Hazelwood Financial Services

Alexander James Mortgage Services

Money Ways UK

The Surrey Mortgage Broker

Oakwood Mortgage Services

Origen Financial Services

Retirement Planning and Investment Management Services in Godalming Cost Estimates

Why these companies made our list

Wealth Management Advisors near Godalming

Popular in Godalming