Best Financial Advisors in Walton-on-Thames

“This year I have experienced three very successful dealings with Lloyd O'Sullivan Financial Services. Tony Lloyd processed the Annuity Pension I started with him in 1986. His colleagues Dean and Sue set up two Buy to Let mortgages and a Whole of Li...”

“I had a number of Pension Plans with different Insurance Companies, due to changing Employment over the years. Being in my 40's I decided to make some sense of these, and asked RB Financial to have a look at them, after being recommended by a friend....”

“Wilson Partners has assisted me in personal tax matters and done accounting, taxation, regulatory filings and advice relative to my business activities for over a decade. They are excellent, thorough and care about me and my various business ventures...”

“Tom Wood has given me excellent advice on where and how to invest my money. The whole service that Tom and his team at Castell Wealth Management have provided me with has been 1st class. I could not have been looked after any better and I would 100% ...”

“We found Humboldt Financials' services great for our small but growing company. The staff have in-depth knowledge of all products which might have been relevant to our needs. Services were swift and professional. They offer product advice in a tran...”

“I would highly recommend the services of Viral and his team. Viral is extremely professional and knowledgeable. His support has been invaluable over the last few years from the beginning to the end of our re-mortgages. Despite all the questions we as...”

“I had my mortgage with Nationwide bank and Ritesh Malkan has helped me with the entire process. my mortgage took bit longer time to approve and had few issues too with clarifications of the job related . and Ritesh helped me a lot through out the pr...”

“Fantastic company to work with, as my business has grown & expanded they have been with me every step of the way, offering sound, solid advice as well dealing with all my accountancy needs. I have recommended SKS to several associates who have all...”

“I wanted a local firm to do accounts, spoke to Jayen who was friendly and professional. He explained how it would be done. I am happy with Assure's prompt work and look forward to using them for my future tax affairs. Excellent service 😁”

“Cannot recommend Mortgage Advisor Stephanie Blackwell enough. A 10/10 professional service that helped us from start to finish. Stephanie is always around to answer questions (no matter how silly they sound) and took the stress of being first time bu...”

“I had worked for many years with an International Corporation and in my last years was becoming disappointed with changes being implemented to the Pension scheme of which I had been a member since the late 1980's. The company were implementing a new ...”

“Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) reco...”

“Stuart and Katie were outstanding during the mortgage application that they managed for us. They were both professional and personable and kept informed every step of the way. They even went over and above to deal with additional queries that we had ...”

“A thoroughly professional and personal service from take-on and ever since. Sue and the Dentons team care deeply about the advice they give and do so in an unbiased and objective manner. I transferred several employer pension schemes and would trust ...”

“W8 Advisory's Next Gen Summer Programme was very informative. It helped me put my priorities into perspective and plan for the future.I strongly encourage young people to attend the next programme.”

“Wingate have managed my financial affairs for many years. They are very user friendly and it is so reassuring to know they are extremely knowledgeable and totally £trustworthy!!”

“I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Sco...”

“Very good firm...has been a pleasure to deal with them...very friendly, yet professional and knowledgable staff.”

“The advice and help I have had from Alan at Century FP has transformed my ideas about my retirement and enabled me to fulfil some lifetime ambitions in the safe knowledge that I have sufficient income to support them. I have found them at all times ...”

“Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by...”