Best Financial Advisors in Leatherhead

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Leatherhead area.

Citywide Financial Partners Limited

Citywide Financial Partners Limited

(3)
Business Planning, Inheritance Tax & Estate Planning, Pension & Retirement Planning
“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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Anderson Sinclair & Co

Anderson Sinclair & Co

(1)
“Good advice from a professional family team”
Family Business
The Leatherhead Institute, 67 High St, Leatherhead KT22 8AH
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Russell & Co

Russell & Co

(6)
Bookkeeping, Services For Individuals, Services For Business
“They have been my accountant for so long. They are correct and highly professional. Andy saved me and my business. Truly grateful. Highly recommended.”
Station House, Station Approach, East Horsley, Leatherhead KT24 6QX
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Milestone Wealth Management

Milestone Wealth Management

Cashflow Planning, Private Client Service, Pre-Retirement Planning
“We work with clients and their families via our Private Client Service. Upon joining the service, you will be treated at all times, as an individual with unique needs. We focus on developing a long-term relationship, built on trust. This means that y...”
In Business Since 2007
Fetcham Park House, Lower Rd, Fetcham, Leatherhead KT22 9HD
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Power Robbins

Power Robbins

“Power Robbins will always help with all aspects of administration of your chosen investment both now and in the future, but we will not, advise, assess risk, monitor or track your investments in any way. Please read our”
Coupons & Offers
Worstead House, Church Rd, Great Bookham, Leatherhead KT23 3JP
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Integrity Wealth Planning

Integrity Wealth Planning

Mortgages & Equity Release, Protection, Retirement
Thorncroft Manor, Thorncroft Dr, Leatherhead KT22 8JB
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Charlwood Leigh Limited

Charlwood Leigh Limited

“By being completely independent, we are able to offer investments and plans from a wide range of sources offered by the whole market. You can rely on us to steer you in the right direction and help you achieve your financial goals and aspirations, as...”
Cameron House, 33 Church St, Leatherhead KT22 8EQ
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Capel Alley Wealth Management

Capel Alley Wealth Management

“Dean has provided clear and comprehensive advice on a range of investment matters aligned to my family and retirement goals. In particular, he has been patient in exploring and explaining my pension options, alleviating any concerns I previously had ...”
Fetcham Park House, Lower Rd, Fetcham, Leatherhead KT22 9HD
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DVC Wealth Management London

DVC Wealth Management London

63A High St, London, Leatherhead KT22 8AQ
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Carlton Asset Management Limited

Carlton Asset Management Limited

“Carlton Asset Management Limited Being independent means that we have the freedom to search the market and find the best possible solutions for you. Independent Financial Advisers We focus on helping high net worth individuals manage and protect thei...”
61 High St, Leatherhead KT22 8AQ
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Surrey Wealth

Surrey Wealth

Trustee Services, Estate Planning, Investment Philosophy
“Our comprehensive financial planning proposition takes clients on a journey from establishing their current financial situation, all the way through to reviewing their financial plans and goals on an annual basis.”
Transparent Fees & Pricing
8 Manor House, 19 Church St, Leatherhead KT22 8DN
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Signpost Financials

Signpost Financials

““We are a busy construction company currently going through a period of growth. Before Bridgit started working with us recently, I tried to keep records of our income and expenditure on spreadsheets but it was time-consuming and I never had the time ...”
Units 6a & 6b, Openview Farm, Epsom Rd, A246, West Horsley, Leatherhead KT24 6AP
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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 Leatherhead Area
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(16)
Estate Planning For Lgbtq, Wealth Management, Probate & Estate Administration
“Graham assisted me when I enquired about estate planning services, and was extremely helpful, informative and sensitive to my situation. I trusted him to advise me in the best way possible, and really appreciate his expertise. I would definitely use ...”
Transparent Fees & Pricing
In Business Since 2021
4 Orchard Gardens, South Anston, Sheffield S25 5FL
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Magus Wealth

Magus Wealth

(26)
Protecting Your Family, Inheritance Tax & Estate Planning, Financial Planning
“A chalk and cheese experience compared to previous financial advisers, who I've found to only ever be in 'product selling mode'. The Magus team do genuinely ask everything relevant about your life and what you want to achieve, then create a visual pl...”
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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Advantax Accountants

Advantax Accountants

(49)
Corporate Tax, Business Startup, CIS
“I needed my year end accounts certified. I contacted them and Najam dealt with me in a very professional manner and completed the task extremely well. The communication was very good and the task completed in a timely manner, thank you. I am the sole...”
Coupons & Offers
12+ Years Experience
Serving Leatherhead Area
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3D Financial Planning

3D Financial Planning

(3)
Insurance and Protection, Tax Planning, Investment Management
“Honestly cant recommend this company or their employees more! Chloe has been especially helpful!”
Transparent Fees & Pricing
Serving Leatherhead Area
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Pyrford Financial Planning

Pyrford Financial Planning

(2)
“As well as giving very good advice on investing, it's been a pleasure working with Noel. It's financial advice 'made simple' and he has taken care to ensure that my investments are in line with my aspirations for the future. Positive Responsiveness,...”
In Business Since 2019
Serving Leatherhead Area
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Surrey Hills Private Clients

Surrey Hills Private Clients

(6)
  • Knowledge
  • Future
  • Pension
“Excellent, personal service from Jamie at Surrey Hills Private Clients. He was very approachable and provided me with confidence to make informed financial decisions. I will be looking to engage with him regularly for ongoing financial advice.”
Offers Financing Options
Serving Leatherhead Area
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Monetary Solutions

Monetary Solutions

(5)
  • Financial Advisor
  • Company
  • Equity Release
“Vivian has been really helpful in helping me to sort out my post divorce pension. She is extremely trustworthy and is always available to answer questions and replies to emails promptly. I feel confident in Monetary Solutions and would definitely rec...”
Airport House, Purley Way, Croydon CR0 0XZ
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Greenacre Financial Services

Greenacre Financial Services

(50)
  • Advice
  • Job
  • Buy to Let
“We were recommended Lara after our original broker let us down last minute. We are self employed and CIS and wish we'd have gone to Lara from the start as she alleviated all our anxiety. She's so knowledgable, friendly and calm and has been amazing d...”
Transparent Fees & Pricing
Emergency Services
Serving Leatherhead Area
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True Advice Financial Services

True Advice Financial Services

(50)
Investments, Insurance, Pensions
“I recently worked with broker Ashley Hollom who was incredibly helpful throughout the entire process. He was always available to answer any questions I had and guide me through the process. His expertise and knowledge of the industry made me feel con...”
Family Business
Free Initial Consultation
30+ Years Experience
24 Morton Rd, East Grinstead RH19 4AG
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Tier 1 Start-Up & Innovator Visas, Covid 19 & Government Assistance, MVL – Member Voluntary Liquidation
“Asmat & co accountancy. You will find Professional accountants at an affordable price.I have been using them for my small business in filing my cooperate tax they are timely. They have never let me down .they even remind me before hand. The e staff ...”
Family Business
Transparent Fees & Pricing
84 High St, Berkshire, Slough SL1 1EL
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Oasis Umbrella  , Wealth Management, Individual Accounting
“One of the standout qualities of Oasis Accountant Services is their proactive approach. They didn't just handle my accounting; they offered invaluable advice on tax optimization, financial planning, and strategies for growth. This level of dedicati...”
Free Initial Consultation
Offers Financing Options
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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Retirement Planning and Investment Management Services in Leatherhead Cost Estimates

Minimum cost
£1135
Maximum cost
£9639
National Average
£3402
Avg Per Hour Rates
£342
£2269
£6238
Typical price range is based on 296 cost profiles
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Average Cost £3402
Minimum cost £1135
Maximum cost £9639
Avg Per Hour Rates £342

Typical range $2269 to $6238 is based on 296 cost profiles.

Why these companies made our list

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