Guildford

Popular Cities

Guildford
Join as a Pro

Best Financial Advisors in Guildford

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

View Profile
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
i
View Profile
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
i
View Profile
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
i
View Profile
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
i
View Profile
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
Featured

We all have goals and wishes for our future.nnWhilst we may like to believe we can do it on our own, we often need a little help getting there. Citywide’s aim is to get you to your goals with great planning…whilst having fun along the way! nnWhat’re your goals? nnGet in touch. Share you goals. Let us get you there. nn#financialplanning #goals #wishes #planning #actionplan #citywide...

i
View Profile
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
i
View Profile
HFS Goodwille

HFS Goodwille

Remote Consultations Available
In Business Since 2004
Old Portsmouth Rd, Guildford GU3 1LR
i
View Profile
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
i
View Profile
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
i
View Profile
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
i
View Profile
Premier Asset Management

Premier Asset Management

(2)
“Handy place to work!”
In Business Since 2019
Eastgate Court, High St, Guildford GU1 3DE
i
View Profile
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
i
View Profile
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
i
View Profile
Montfort

Montfort

Pensions, Retirement Planning, Global Financial Planning
In Business Since 2015
Home Farm, Shere Rd, Albury, Guildford GU5 9BL
i
View Profile
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
i
View Profile
Sterling Scott Limited

Sterling Scott Limited

Family Business
Birtley Courtyard, Birtley Rd, Bramley, Guildford GU5 0LA
i
View Profile
Price Ferguson

Price Ferguson

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

Alps F S

Compton House, Walnut Tree Cl, Guildford GU1 4TX
i
View Profile
Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management

In Business Since 2010
Tempus Court, Onslow St, Guildford GU1 4SS
i
View Profile
Rosan Helmsley

Rosan Helmsley

Professional Connections, Retirement Planning, Insurance
Transparent Fees & Pricing
In Business Since 2000
1000 Cathedral Square, Cathedral Hill, Guildford GU2 7YL
i
View Profile
Messer & Matthews

Messer & Matthews

Risk Profiler, Investment Management, Pension Planning
1 Riverview Business Park, Guildford GU1 4UX
i
View Profile
Ruth Homberger

Ruth Homberger

1st Floor, Portsmouth House, 1 Portsmouth Rd, Guildford GU2 4BL
i
View Profile
Resolve Financial Solutions

Resolve Financial Solutions

(50)
Protection Planning, Mortgage Planning, Financial Planning
“My husband & I recently had the pleasure of working with Chris Lees of Resolve Financial Solutions Ltd and we can't recommend them highly enough. From the outset, Chris was very efficient and informative. His responsiveness was exceptional – any qu...”
Transparent Fees & Pricing
Serving Guildford Area
i
View Profile
Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Buy to Let Mortgage, Remortgage, Mortgage
“We have worked with Sarah for many years and she never fails to find us the best opportunity to keep life affordable. From making it possible for us to get into our dream house to now making that dream house work with our finances. Every option is co...”
14 Chertsey Rd, Woking GU21 5AH
i
UK Law Guides

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Guildford

Popular in Guildford

, ENG
Back To Top