View Profile

Fairway Independent Financial Advisers

(1)

“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...”

i

View Profile

RB Financial

i

View Profile

Advantax Accountants

(49)

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...”

i

View Profile

Greenacre Financial Services

(50)

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...”

Featured

Consolidate debt into a mortgage Streamline your finances with a mortgage-driven debt consolidation solution In today’s financial climate, unfortunately many individuals are finding themselves burdened with multiple debts, including credit card debts, personal loans, and other financial obligations. Managing these debts can be overwhelming, leading to high-interest rates and mounting monthly payments. However, there is a solution that can help you regain control over your finances – consolidating your debts into a mortgage with Greenacre Financial Services. In this article, we will explore the benefits and considerations of consolidating debts against your home and how it can be a viable option to alleviate financial stress.

i

View Profile

Oasis Accountants Limited

(50)

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...”

i

View Profile

Zinga Financial Services

(50)

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 ...”

i

View Profile

Humboldt Financial

(50)

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...”

i

View Profile

Resolve Financial Solutions

(50)

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...”

i

View Profile

First Wealth

(50)

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...”

i

View Profile

Sable International London Main Office

(46)

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...”

i

View Profile

Alexander James Mortgage Services

(50)

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 ...”

i

View Profile

Michael Usher Mortgage Services

(50)

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...”

i

View Profile

Clever Financial Services

(50)

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...”

i

View Profile

Hazelwood Financial Services

(50)

Email
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, ...”

i

View Profile

Lifetime Capital

(50)

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...”

i

View Profile

Financial Partnership

(50)

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...”

i

View Profile

Glazers Chartered Accountants

(50)

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 ...”

i

View Profile

Globe Independent Financial Advisors

(49)

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 ...”

i

View Profile

Just Us Financial Solutions

(48)

Mortgage Services, Insurance Services, Wealth Management

“I have known Paul for 10 years now and he's managed the modest pension schemes for my wife and I for almost as long. An historically turbulent period with economic crash and low interest rates but we have never seen a loss – only growth – year on yea...”

i

View Profile

Taylor James Financial Services

(48)

Help to Buy, Buy to Let, Equity Release

“Toby Keat was recommended to me by my Accountant and what a lucky chance that was. He swiftly gathered the facts around my enquiry as to how to move my rental property under a separate Ltd Company and quickly explained the costs involved and the rami...”

i

View Profile

Investment Quorum

(48)

The Future
IQ
Communication

“Great service by George, he gives great advice, I really like his attention for detail and follow through on agreed-upon actions. Very much appreciate the new app, now have access to my portfolio 24/7. Well done Elliot. Returns on my portfolio ...”

i

View Profile

Moneysprite

(50)

Property
Remortgage
Mind

“I always use Laz at Moneysprite when it's time to remortgage, he's friendly and professional and I trust him to find the best deal for me, which he does every time! The process is always smooth with Moneysprite and I wouldn't go anywhere else. Would ...”

i

View Profile

Money Ways UK

(50)

Investment
Mortgage
Equity Release

“An elderly neighbour was worried about inheritance tax and wanted to know the best way of maximising her estate. I saw that Money Ways UK had over 20 years experience and a lot of excellent reviews. I spoke to Mike Daniels on my neighbour's behalf ...”

i

View Profile

New Start Financial Services

(50)

Insurance
Professional
Phone

“I can't thank new start financial enough for their part in helping us obtain the mortgage we needed for our new home. Although it shouldn't necessarily be the case, being self employed can make it considerably more difficult to obtain a mortgage. Af...”

i

Average Cost	£3660
Minimum cost	£1221
Maximum cost	£10369
Avg Per Hour Rates	£368

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.

Fairway Independent Financial Advisers

RB Financial

Advantax Accountants

Greenacre Financial Services

Oasis Accountants Limited

Zinga Financial Services

Humboldt Financial

Resolve Financial Solutions

First Wealth

Sable International London Main Office

Alexander James Mortgage Services

Michael Usher Mortgage Services

Clever Financial Services

Hazelwood Financial Services

Lifetime Capital

Financial Partnership

Glazers Chartered Accountants

Globe Independent Financial Advisors

Just Us Financial Solutions

Taylor James Financial Services

Investment Quorum

Moneysprite

Money Ways UK

New Start Financial Services

Retirement Planning and Investment Management Services in Walton-on-Thames Cost Estimates

Why these companies made our list

Wealth Management Advisors near Walton-on-Thames

Popular in Walton-on-Thames