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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Financial Planning, Protection Planning, Mortgage Planning
“Jack was incredibly helpful over several online meetings, listening to what I needed, preparing and explaining various options, answering all my questions and always flexible around timings for meetings, fitting in with my working day.
It was a pl...”
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Accumulus Consulting Limited
- Investment
- Team
- Mortgage
“Geoff came highly recommended to me by a close friend. His advice and guidance has really helped me to clear up some of the issues I've been having with my finances and how to go forward in my life. I really appreciate his honesty. I would highly rec...”
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Unique Wealth
- Mortgage
- Questions
“I have been very happy with the service I have had from Liam Webb and Rhiannon Vallis. I have been dealing with Liam recently and it has been like a breath of fresh air to have someone being so helpful and keeping in touch with me about everything th...”
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Atek Accounting
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...”
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Adsen Moore Financial Consulting
Currency Exchange, Insurance & Protection, Wealth Management
“Dan and his team are fantastic. Very happy I found them. I would highly recommend getting in touch!”
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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Pyrford Financial Planning
“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...”
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Carbon Funding Consultants
“The Marcus team at Carbon are just fantastic, they were able to process our re-mortgage with ease and saved us thousands of pounds advising us at the best time to secure a rate. We will definitely use them next time around. Thanks guys!”
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Pembroke Consulting
“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...”
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Group Rapport
- Mortgage
“When we were really struggling to find a mortgage provider at the start of the first Covid lockdown, Rachel pulled it out the bag, she went above and beyond to secure us a deal..
With multiple lenders declining the self employed, we got a great deal...”
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Ford & Ford Financial Partners
“Can highly recommend Pete Ford!
Superb advise for many years now including life insurance, mortgages, pension advise for myself and my wife and some great ideas for long term investments and retirement plans.
Thanks Pete. Always appreciate your...”
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Peppermint Financial Solutions Limited
“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 ...”
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Hfmc Wealth
“An absolute outstanding company to deal with would highly recommend”
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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...”
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Oasis Accountants Limited
Oasis Umbrella , Business accounting, Wealth Management
“I had a fantastic experience working with Accountant Venkatesh Jallada for my landlord tax return. He exhibited a high level of expertise, ensuring all deductions were considered, and his communication was clear and prompt. I highly recommend his ser...”
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Asmat & Co | Slough |
Inheritance Tax, Let Property Campaign, Contractors & Locum Accounts
“I had a great service by Asmat & Co. They have dealt with my situation promptly and charged very reasonable amount the service. I would highly recommend them. Thank you”
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Healys
- Patient
- Leasehold
- House
“I dealt with Ryan Williams for four years while my case came to court. Throughout, Ryan's advice, reassurance and calm approach were invaluable and led to an excellent result at court. I would recommend Ryan and Healys LLP without reservation.”
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Starck Uberoi Wealth
Title Split, Mortgages, Protection
“Amazing and completely stress free service from Louise. She kept me updated and answered all my questions. I'm so pleased I managed to secure the mortgage that I wanted. Highly recommend.”
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Porter Garland Limited
- Understand
- Company
- Team
“RB Plumbing & Heating have been with Porter Garland for several years and their service has been exceptional. They are responsive, knowledgeable, supportive and always available to clarify any concerns.
Highly recommend.”
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GQ Independent
- Family
- Understand
- Pension
“Great advice. Always very pleasant and respectful of individual circumstances. Queries and requests answered promptly, even if not directly related to their financial expertise”
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Delaunay Wealth Management
- The Future
- Advice
- Pensions
“As a family we have worked with Delaunay Wealth Management for a number of years and have always been impressed by the professionalism and advice and guidance they have given. Their communications are clear and concise and they have always acted in ...”
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Bray Wealth Management
- Number
- Advice
- Confidence
“Nick Swartout at Bray Wealth has been exceptional at assisting us with all our financial planning needs for many years now. It's a big comfort to know that they are looking out for your finances with their knowledge and expertise. We have regular ch...”
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Matrix Estate Planning Limited
Asset Protection / Discretionary Trust, Probate, Will Writing
“Text message received from Maureen in Torquay on the 12th of August 2022
I was very pleased u explained things so well thank you once again”
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Couser Accountants Limited
- Charity
- Informative
- Questions
“I highly recommend Couser Accountants. I have been working with them for a few years now and I am extremely pleased with the high level of professionalism and efficient service. I also greatly appreciate their quick response to any enquiry that I ma...”
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PK Group
Property Advice, Wealth Management Services, Financial Planning Services
““Jean has worked with our business for 5 years and during that time we have found her to be thoroughly professional, technically strong and a great problem solver. Jean has worked on a range of issues including pensions, death in service, permanent h...”
Retirement Planning and Investment Management Services in Weybridge Cost Estimates
Why these companies made our list
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