Best Financial Advisors in Guildford

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Guildford area.

Knight Frank Finance

Knight Frank Finance

(50)
  • Feel
  • Result
  • Bridge Loan
“We worked with Andrew Johnson at Knight Frank Finance for the buying of our new property. We found Andrew great to work with and his communication at each step and what we had to do at each point made our life a great deal simpler, since we are extre...”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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Informed Pensions

Informed Pensions

(22)
  • Goals
  • Impartial
  • Questions
“Ben was extremely helpful and approachable. I am very grateful for the clarity with which he presented his advice which made it much easier for me to understand and make a decision.”
In Business Since 2018
Postford Mill, Mill Ln, Chilworth, Guildford GU4 8RT
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Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited

(15)
Investments & Savings, Estate Planning, Retirement Planning
“We were looking to simplify and consolidate our investments and we received helpful advice and a friendly and excellent service from Bespoke. We were kept fully informed throughout the process and we would highly recommend Sarah and Marilyn to anyo...”
20+ Years Experience
Dorna House Two, Guildford Rd, West End, Woking GU24 9PW
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Cheyney Goulding - Solicitors in Guildford

Cheyney Goulding - Solicitors in Guildford

(14)
  • Will
  • Meeting
“Very friendly and professional service with reasonable price . Sam and Graham was absolutely stunning. I felt relieved since I handed over my litigation case to them . Thank you all in Cheyney Goulding and I strongly recommend you .”
Transparent Fees & Pricing
Ward House, 6 Ward St, Guildford GU1 4LH
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Heather & Co

Heather & Co

(4)
“Thoroughly Professional Company - Thank You Steven Heather”
Transparent Fees & Pricing
Unit 2, The, Bramley Business Centre, Station Rd, Bramley, Guildford GU5 0AZ
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Citywide Financial Partners Limited

Citywide Financial Partners Limited

(3)
Business Planning, Inheritance Tax & Estate Planning, Mycitywide
“I have been very happy with the service from Citywide. They've helped me to consider my life goals and how finances play into those goals, which makes it easier to make decisions with the future in mind.”
Riverbridge House, Guildford Rd, Fetcham, Leatherhead KT22 9AD
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Fortis Financial Planning

Fortis Financial Planning

(6)
  • Mortgage
“We were recommended this firm by a friend who has been using them for nearly 10 years! The service was impeccable and everyone was very responsive and helped us secured great mortgage rates.”
First Floor, Unit 5, Paris Parklands, Guildford GU2 9JX
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HFS Goodwille

HFS Goodwille

“International expansion comes with many challenges and choosing to outsource certain business functions can increase efficiency and productivity saving you time and reducing operating costs. At Goodwille, you will find the perfect partner to guide yo...”
Remote Consultations Available
In Business Since 2004
Old Portsmouth Rd, Guildford GU3 1LR
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Punter Southall Aspire Guildford

Punter Southall Aspire Guildford

Employee Benefits, Analytics, Pensions
In Business Since 1998
Surrey, Building, 2 Guildford Business Park Rd, Guildford GU2 8XG
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Evelyn Partners

Evelyn Partners

(1)
Fraud and Financial Crime, Monitoring Trustee Services, Valuations in Commercial Disputes
“I cannot praise Neha enough as she has ensured that throughout the whole process of finding me a job she has kept in contact with me very regularly, even late into the evening on the odd occasion!! Karen has also been an absolute star too and the st...”
Family Business
Transparent Fees & Pricing
In Business Since 1997
Onslow House, Onslow St, Guildford GU1 4TL
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Premier Asset Management

Premier Asset Management

(2)
“Handy place to work!”
In Business Since 2019
Eastgate Court, High St, Guildford GU1 3DE
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Chapters Financial Limited

Chapters Financial Limited

(2)
“Great financial advice from a really good advisor.”
In Business Since 2010
House 2, Shaw, 3 Tunsgate, Guildford GU1 3QT
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Harding Financial

Harding Financial

(1)
“Harding Financial provide a range of services, and have a consistent, solid team, provide responsive support and advice and have been of great help over the last few years. I have no reservations recommending them to others.”
The Estate Yard, East Shalford Lane, Shalford, Guildford GU4 8AE
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Guildford Financial

Guildford Financial

(4)
  • Pension Funds
“Darren and the team at Guildford Financial were so helpful when it came to sorting out my mortgage and setting up my pension plan. I'm self employed so the advice from Darren was invaluable and I'm really pleased with how my pension is performing. I ...”
Howard Buildings, 69-71 Burpham Ln, Burpham, Guildford GU4 7NB
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Montfort

Montfort

Pensions, Retirement Planning, Global Financial Planning
“So whether you're resident in the UK or leaving the UK for career reasons, seeking a new life abroad in retirement or returning home, Montfort provides a holistic service to help with your financial planning and wealth management.”
In Business Since 2015
Home Farm, Shere Rd, Albury, Guildford GU5 9BL
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Investec Wealth & Investment Guildford

Investec Wealth & Investment Guildford

(1)
“Best company in the wider Sussex area for cardboard box solutions. They have the goldenboy of the industry and I'm excited to see what more they can bring to shake up the game.”
In Business Since 1995
Connaught House, Alexandra Terrace, Guildford GU1 3DA
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Sterling Scott Limited

Sterling Scott Limited

“It is important to help ensure that when our clients reach their retirement date, at whatever age that may be, they have sufficient assets to provide them with the necessary income to maintain their desired quality of life. An employers pension may a...”
Family Business
Birtley Courtyard, Birtley Rd, Bramley, Guildford GU5 0LA
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Bristow Burrell

Bristow Burrell

Personal, Business
“At Bristow Burrell we help you get the best out of your situation. We are committed to providing a first class service tailored to the individual needs of each client. We keep a close eye on all the essentials for you and offer proactive advice on ho...”
4 Riverview, Walnut Tree Cl, Guildford GU1 4UX
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Aristar Financial Consulting

Aristar Financial Consulting

“Aristar provide a remote finance team for SME recruiters, as well as market leading FD support for when your business needs it most.”
2ND FL, Hadleigh House, 232-240 High St, Guildford GU1 3JF
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Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management

“Canaccord Genuity is a global, full-service investment bank focused on growth companies with operations worldwide.”
In Business Since 2010
Tempus Court, Onslow St, Guildford GU1 4SS
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Price Ferguson

Price Ferguson

100 High Path Rd, Guildford GU1 2QP
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Alps F S

Alps F S

Compton House, Walnut Tree Cl, Guildford GU1 4TX
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Aspiring FDS

Aspiring FDS

“Welcome to Aspiring FDs, the #1 training programme for ambitious finance professionals in the Recruitment industry. ​If you are currently a Head of Finance looking to step up to Finance Director or already an FD but new to the recruitment industry, t...”
2ND FL, 232-240 High St, Guildford GU1 3JF
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Rosan Helmsley

Rosan Helmsley

Professional Connections, Retirement Planning, Insurance
“The event was a resounding success on a beautiful day, featured 16 European tour winners including the hosts – Andy Sullivan and Paul Waring – as well as a number of rising stars in the mens and ladies game such as Georgia Hall, Charley Hull and Inci...”
Transparent Fees & Pricing
In Business Since 2000
1000 Cathedral Square, Cathedral Hill, Guildford GU2 7YL
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Retirement Planning and Investment Management Services in Guildford Cost Estimates

Minimum cost
£1227
Maximum cost
£10423
National Average
£3679
Avg Per Hour Rates
£370
£2453
£6745
Typical price range is based on 419 cost profiles
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Average Cost £3679
Minimum cost £1227
Maximum cost £10423
Avg Per Hour Rates £370

Typical range $2453 to $6745 is based on 419 cost profiles.

Why these companies made our list

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