Best Financial Advisors in Walton-on-Thames
The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Walton-on-Thames area.
View Profile
“We have been using Fairway IFA since 2017 for the purchase of a house and subsequent mortgage renewals. Nigel is an absolutely amazing gentleman, with a wealth of knowledge and I trust him completely. The whole team are nothing short of fabulous!
Go...”
View Profile
RB Financial
“We are an Independent Financial Adviser, based in the South East providing no-nonsense, impartial, financial advice to Individuals, Companies and Trustees. Our aim is to give you sound advice, service and value for money in a relaxed and friendly man...”
View Profile
IFS Wealth & Pensions
- Expertise
- Mortgage
- Patient
“I've benefited enormously from having Alan from IFS Wealth and Pensions to manage my pension funds. He has in fact done so much more than this, as at our initial meeting he was generous with both his time and attention. I felt that he truly listened ...”
View Profile
Advantax Accountants
VAT, Self-Assessment, CIS
“I have been a client for nearly 6 years and I find them professional, always available, provide great advice and ensure they follow up on services in a timely manner making submissions on time. I would recommend them to anyone who needs help with the...”
View Profile
Greenacre Financial Services
- Payments
- Remortgage
- Buy to Let
“Having hit some obstacles with re-mortgaging, I connected with Greenacre Financial Services via Unbiased and was allocated Laura as my advisor. Laura listened to my needs and found a suitable mortgage for me. She took the time to explain everything c...”
View Profile
Asmat & Co | Slough |
Inheritance Tax, Business Startup, Trust Accounts
“I have been using Asmat Accountants for a while now and cannot praise them enough with their service. They are always on top of my accounts. Especially Gulraiz, he has been very patient and is always available for any advice I might need. Always quic...”
View Profile
Oasis Accountants Limited
Business accounting, Oasis Umbrella , Wealth Management
“Oasis Accountants Limited have been really helpful since setting up my company account management with them. The team is really good in understanding your requirements and help you thoroughly. I was new to this and Phani was excellent in guiding me t...”
View Profile
Xplus London - South London Accountants
Online Accounting, Accountancy, Registered Office
“Absolutely fantastic, they helped me through all my tax return issues as it was first time doing my tax returns I had a lot of questions and they answered it for me even if I asked them to explain it to me. I was very pleased with all staff. I would ...”
View Profile
Antony Batty & Co
Company Voluntary Arrangements, Company Administrations, Including Pre Pack Administrations
“We engaged with Nitin Joshi, to assist within our Mentoring programme, for London Start-ups, who had fallen into financial difficulties, and were looking for assistance in this area of requiring specialized expertise. Nitin proved to be prudent, a gr...”
View Profile
Humboldt Financial
Financial Planning, Employers, Final Salary & Benefits
“James McNally-Nidd has been a great advisor! I was initially introduced to James via the unbiased platform and he has provided excellent education and knowledge of tax efficient in simple terms. We've been working on my pension consolidation and addi...”
View Profile
Resolve Financial Solutions
Financial Planning, Protection Planning, Mortgage Planning
“Chris has guided us through a mortgage and two remortgage processes and has been an incredible help in simplifying the process, providing sensible advice, and getting the best deal for us.
Chris and his team were especially reassuring during our r...”
View Profile
First Wealth
Cash Flow Modelling
“We have been very impressed with Anthony and the First Wealth Team - everyone we've engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it's been very reassu...”
View Profile
Zinga Financial Services
Home Insurance, Investments & Pensions, Personal Protection
“Couldn't have asked for a better mortgage advisor. I had the pleasure of having Arifa Shakoor as my mortgage advisor. She is honest and hardworking. I had a very complex case, buying my second residential property which in it self is quite difficult ...”
View Profile
Michael Usher Mortgage Services
- Patient
- Team
- Expertise
“I have just finished a wonderful meeting with Michael. I have been using Michael's company - and benefiting from Michael's expertise -- for almost 20 years now: Michael and his company have arranged about seven mortgages and re-mortgages for m over t...”
View Profile
Financial Partnership
Payroll, Accounting, Contractors
“Jay, Justyna and the team at Financial Partnership have been top notch in all of our dealings so far.
From the very first call where Justyna gave me some great advice and support around my business accounting to the consistently excellent and clea...”
View Profile
Clever Financial Services
Who We Are, Privacy Notice
“Bhavik and his team were brilliant! They helped understand our requirements and we're able to work with multiple.lenders to get us the best deal. They were prompt in their response. I had got references from my friends on mortgage advisors They ha...”
View Profile
Biz Accounting
- Financial
- Team
“Biz Accounting Ltd has done an excellent job managing my accounts. They are reliable, efficient, and always provide clear explanations. I recommend Thiru and team from Biz Accounting Ltd who was looking after my accounts with better accounting servic...”
View Profile
Lifetime Capital
Wills & Trusts, Forex & Currency Transfers, Surveys & Valuations
“Had the pleasure of dealing with Deme Bekir in Lifetime Capital regarding mortgage options. I found her incredibly efficient, responsive and hard working which I felt can be an unusual find in the London area. She was very familiar with the way my em...”
View Profile
Glazers Chartered Accountants
A-Z Services, Personal Tax, Property Investment
“Could not recommend highly enough Paras and his team of accountants at Glazers. Very professional, friendly and always willing to assist with any queries we may have. Glazers have assisted us with very useful information and advice especially during ...”
View Profile
Hazelwood Financial Services
- First Time Buyer
- Financial Advice
“I have been a client of Dave Hunt's for about 3 years now, having been recommended to him via a mutual contact. I cannot endorse Dave enough for his unbounded patience he has had with me over this time. His service has been of the highest standard, ...”
View Profile
Sable International London Main Office
United Kingdom, Financial Services, Canada
“I would like to take the time to write a review on this site on the service I have received from sable international and their staff. I have now used them for the third time and can tell you without a shadow of a doubt you can use this company with g...”
View Profile
Alexander James Mortgage Services
Mortgage, Protection and Insurance, Buy to Let Mortgage
“I can highly recommend Andrew Woollard at AJMS for outstanding service in getting our first time mortgage approved within days and finding us the best possible product on the market. We had some tricky circumstances yet he has managed to secure us a ...”
View Profile
1st Class Accounts
Audit & Accounting, Advisory, Business & Secretarial Services
“Exceptional service from start to finish! The team at 1st Class went above and beyond to handle my financial needs with professionalism and expertise. Their attention to detail and personalized approach made me feel confident and reassured throughout...”
View Profile
Globe Independent Financial Advisors
- Property
- Mortgage
- Attention
“James has been absolutely amazing and diligent. If it wasn't for him, I would have lost out on a Life Insurance Claim that I was unaware I could make. Both Mandy and James have been extremely helpful, fast and efficient in a re-mortgage for myself ...”
Retirement Planning and Investment Management Services in Walton-on-Thames Cost Estimates
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?