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Best Financial Advisors in Weybridge

Handpicked from 186 vetted & reviewed Financial Planning & Wealth Management firms in the Weybridge area, discover the top 5 standout choices among the selected group of 24 finalists.

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Pyrford Financial Planning

Pyrford Financial Planning

(2)
“Pyrford Financial Planning have brought focus to our financial planning and retirement needs, support and guidance on getting the most from our incomes, tax position and how we achieve the future we are looking for. A great, consultative and unbias...”
In Business Since 2019
No 5, The Heights, Weybridge KT13 0NY
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Financial Planning, Protection Planning, Mortgage Planning
“We were so grateful for Suzanne's brilliant help and expertise with our mortgage and insurance. It took us a very long time to find our new home, and she was fantastic throughout. Throughly recommended, and we'll definately be a returning customer wh...”
Transparent Fees & Pricing
Marlborough House, 68 High St, Weybridge KT13 8BL
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Accumulus Consulting Limited

Accumulus Consulting Limited

(37)
  • Confidence
  • Planning
  • Patient
“I have been using Ali to do my remortgages for 6 years now. He has made the job of looking after the remortgages of my rental properties seamless and efficient. I would highly recommend using Accumulus Consulting, they are absolutely brilliant and al...”
Suite 8, The Monument, 45-47 Monument Hill, Weybridge KT13 8RN
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Unique Financial Planning

Unique Financial Planning

(18)
  • Mortgage
  • Questions
“We have been clients of Rhiannon Vallis for 20 years. She has always been exceptionally helpful and professional. We trust her implicitly and think of her as a friend.”
In Business Since 2021
37A Church St, Weybridge KT13 8DG
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Atek Accounting

Atek Accounting

(3)
Business Process Reviews, Accounts & Tax Preparation, Day to Day Administration
“Kerrie and the Team at Atek have supported us from Day one! Fantastic service and always available when needed. We highly recommend Ateks services. Thank you for everything and we look forward to working with you for years to come. PD Training limit...”
Transparent Fees & Pricing
First Floor, 111 Queens Rd, Weybridge KT13 9UN
Featured

We are looking for a part time Practice Accountant to join our growing Atek team. This role would suit a qualified accountant with previous practice experience, who is able to work efficiently within a small and growing team, with excellent attention to detail and communication skills. The Atek team are a friendly bunch who all work to add value to every part of the business, providing our clients with a top service. The team provide compliance work, bookkeeping and value-added services including on-going support to ensure clients are provided with information relevant to their business. The new practice accountant will be based in Weybridge and will report directly to the Practice Director.

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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Adsen Moore Financial Consulting

Adsen Moore Financial Consulting

(3)
Currency Exchange, Insurance & Protection, Wealth Management
“Dan and his team are fantastic. Very happy I found them. I would highly recommend getting in touch! Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2020
Free Initial Consultation
3, Beacon Mews, South Rd, Weybridge KT13 9DZ
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Peppermint Financial Solutions Limited

Peppermint Financial Solutions Limited

(1)
Cashflow Planning, Mortgages, Retirement
“I've known and been looked after by Paul for many years and he and his colleagues are extremely helpful, friendly - but also very businesslike and effective when it comes to results. I am very happy with the performance of my pension here and highly ...”
In Business Since 2002
1st floor, 111 Queens Rd, Weybridge KT13 9UN
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Carbon Funding Consultants

Carbon Funding Consultants

(2)
“Carbon Funding Consultants is an exceptional company that excels in providing specialist advice across many areas of property finance. I have used Carbon Funding Consultants to arrange several mortgages for me and have always found their advice and b...”
In Business Since 2010
Egerton House, 68 Baker St, Weybridge KT13 8AL
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Pembroke Consulting

Pembroke Consulting

(1)
“Hi just wanted to say that this company came recommended by a friend. I had no previous knowledge of accountants and account processes. I became a sole trader and have set up to businesses..Phil wigley has been so helpful and taken all the stress out...”
In Business Since 1997
Abbey House, Wellington Way, Weybridge KT13 0TT
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Group Rapport

Group Rapport

(8)
  • Mortgage
“The service provided by Rachel is EXCELLENT. She searches for the best deals and handles all the boring paperwork for you Positive Responsiveness, Quality, Professionalism”
In Business Since 2014
5 Baker St, Weybridge KT13 8AE
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Ford & Ford Financial Partners

Ford & Ford Financial Partners

(6)
“Peter was super helpful. Incredibly thorough and understood my, and my families needs. I'd not hesitate to recommend Peter to anyone looking for financial advice and more. Positive Responsiveness, Quality, Professionalism”
The Print Room, 12 De Havilland Dr, Byfleet, Weybridge KT13 0YP
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Hfmc Wealth

Hfmc Wealth

(1)
“An absolute outstanding company to deal with would highly recommend”
In Business Since 2017
Transparent Fees & Pricing
HFMC House, New Rd, Weybridge KT13 9BW
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Saint James's Place Wealth Management

Saint James's Place Wealth Management

“Prior to joining the financial services industry, I spent over 25 years working for global IT companies. As a consequence, I have established many working relationships with senior executives. This has been due, in part, to the insight and understand...”
Offers Financing Options
Bourne Business Park, 5 Dashwood Lang Rd, Weybridge, Addlestone KT15 2HJ
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Ablestoke Financial Planning

Ablestoke Financial Planning

(46)
Business Wealth, Wealth Management, Wealth Creation
“Ablestoke is a reputable firm with a strong team of advisers and experts in critical financial fields. I have been a client for more than 7 years and they have supported me unconditionally in different financial matters savings, investments, pensions...”
In Business Since 2008
20 Farringdon St, London EC4A 4AB
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GQ Independent

GQ Independent

(26)
  • Trust
  • Number
  • Understand
“Great advice. Always very pleasant and respectful of individual circumstances. Queries and requests answered promptly, even if not directly related to their financial expertise”
30+ Years Experience
Free Initial Consultation
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(16)
Trust & Estate Planning, Probate & Estate Administration, Will Writing
“Once again our thanks and appreciation go out to Matrix Estate Planning and especially to Graham Innit. The invaluable help, expertise and thoroughness applied to our wills, power of attorney and Capital Gains Tax has been amazing. We would not falte...”
In Business Since 2021
Transparent Fees & Pricing
4 Orchard Gardens, South Anston, Sheffield S25 5FL
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Advantax Accountants

Advantax Accountants

(49)
VAT, MTD, Internal Auditing
“The most premium services in town, I have been with them for more than 2 years and seen my business grow considerably under their supervision. Definitely recommended.”
12+ Years Experience
Coupons & Offers
Serving Weybridge Area
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3D Financial Planning

3D Financial Planning

(3)
Equity Release, Tax Planning, Financial Planning & Cashflow Forecasting
“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...”
Transparent Fees & Pricing
Serving Weybridge Area
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Switchfoot Wealth Limited

Switchfoot Wealth Limited

(4)
“Nothing but positivity and praise for Switchfoot Wealth and Seb, whose professionalism and approach to the needs of me and family is exemplary. One of the most patient and adaptable people I have had the pleasure of meeting - can't recommend enough, ...”
147 Frimley Rd, Camberley GU15 2PS
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Surrey Hills Private Clients

Surrey Hills Private Clients

(6)
  • Pension
  • Knowledge
  • Future
“Jamie is an amazing advisor, he is honest, clear, knowledgable and polite. I know I am in safe hands with Jamie and can rest knowing that what he advises is good advise. I will always use Jamie for any financial advise I need in the future.”
Offers Financing Options
Serving Weybridge Area
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Monetary Solutions

Monetary Solutions

(5)
  • Financial Advisor
  • Pension
  • Company
“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)
  • Payments
  • Worry
  • Solicitors
“Greg was fantastic helping us secure our first mortgage. He made the process easy, guiding us through each step and was always instantly available to chat. We wouldn't have go our current deal if Greg hadn't acted quick and made our whole experience ...”
Emergency Services
Transparent Fees & Pricing
Serving Weybridge Area
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Oasis Umbrella  , Business accounting, Wealth Management
“Punnam and Sainath are not just accountants; they are trusted advisors who are deeply committed to the financial success of their clients. Their expertise, dedication, and personalized approach make them an indispensable asset for anyone seeking top-...”
Offers Financing Options
Free Initial Consultation
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Inheritance Tax, Let Property Campaign, Contractors & Locum Accounts
“I would highly recommend Sameer. He's helped resolve my issue from beginning to end in a professional and friendly manner. I will continue to use his services. Thanks so much Sameer 🙏 …”
Transparent Fees & Pricing
Family Business
84 High St, Berkshire, Slough SL1 1EL
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Retirement Planning and Investment Management Services in Weybridge Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 263 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 263 cost profiles.

Why these companies made our list

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