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Alexander James Mortgage Services

(50)

Remortgage, Protection and Insurance, Mortgage

“We used Darryn for our mortgage. He met with us at our home, at a time convenient for us and put us at ease, explaining everything in a way we understood.His expertise and knowledge mad the process smoother than we had anticipated. He kept us informe...”

Featured

How Do People Accumulate Wealth For Retirement? For previous generations, retirement planning was a case of accumulating wealth in a workplace pension and keeping up their National Insurance contributions to ensure they were eligible for the State Pension but that has changed now. Some people choose to work longer nowadays which gives them more flexibility on their retirement planning options however, people are also living longer so their retirement savings may have to last much longer than they once would have done. Seeking advice from a financial adviser can help you decide how to plan your future to suit your needs.

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Bray Wealth Management

(21)

Confidence
Sound
Number

“Our experience with Bray Wealth dates about 40 years and during that time we have received excellent advice on investments, mortgage,consolidation of pensions and draw-down, inheritance tax planning. In all cases, the advice has been excellent, prove...”

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Delaunay Wealth Management

(17)

Pensions
Family
Information

“We completed our annual pension review and came away feeling confident about our options ahead. A great review and more importantly an agreed set of actions to help us improve our future financial security”

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Bespoke Independent Financial Advisers Limited

(15)

Retirement Planning, Protection, Investments & Savings

“Alex was very understanding and went to a great deal of effort to help and give recommendations on my father's recent health issues and care home costs. Considering I was not even a customer in the first place Would highly recommend”

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Littlewick Wealth Management

(21)

Savings
Meeting
Question

“Recently had a finical review with Stephen Dixon and was extremely beneficial. He explained retirement planning in a very clear way and made very good suggestions around maximising my retirement planning potential. would highly recommend.”

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Menzies

(16)

Accounts

“Menzies always provides with a great quality of services. For monthly tasks Menzies work is quick and efficient. In case any additional queries occurs Menzies comes back with the best solution. Highly recommended.”

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FE Fundinfo Limited

(3)

“It's close to a very nice sandwich shop!”

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Circle Wealth Partners

(12)

Pension
Conversation
Trust

“The personal touch that we receive is of great importance to us as are the face to face meetings. The investment advice given has been valuable in enhancing our portfolio.”

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Woking Works

(1)

“Cool”

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Clarus Wealth

What we do, Eva Wealth Management For Women

“We do our best work for successful individuals and business owners, in, or approaching retirement within the next 15 years. Most people who approach us are typically concerned with taxes in retirement, understanding if their assets will last througho...”

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CCS Financial Services

, , Pensions

“The “Troubles” were just beginning in Northern Ireland, platform soles and flares were the height of fashion, Barbie dolls were the best-selling toy and Harry Nilsson's “Without You” was at the top of the UK charts in 1972 when John Liverton founded ...”

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Herbert Parnell

(1)

“Use them for all sorts.”

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Integrated Investments

“We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achie...”

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Lycetts

Cash Investment, Model Portfolios, Personal Levels of Service

“The Lycetts group has over 60 years' experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are...”

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DSN Financial Limited

“Here at DSN we know how important it is to organise your finances, both now and going forward. By understanding your destiny and by making sense of the minefield of financial information that is available today, we can help you write each chapter. In...”

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Resolve Financial Solutions

(50)

Mortgage Planning, Financial Planning, Protection Planning

“We just remortgaged our property through Resolve. Our financial planner Jack Dudley has been exceptional. Jack explained every document and processes in a simplified manner and has been so patient with all of our questions. He is very responsive and ...”

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GQ Independent

(26)

Needs
Email
Understand

“Great advise with my pension consolidation; well invested and great return. Great service and very personable which is what you need when investing. Rita is someone who will listen and discuss your needs and advise accordingly. Highly recommend”

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Apex Accountancy

(16)

Forensic
Team
Stress

“They were undoubtedly one of the best teams of Accountants I have encountered. They were efficient, responsive and thorough in their work. Highly appreciated their efforts and works in such difficult times being faced by a business owner like myself ...”

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Advantax Accountants

(49)

Bookkeeping, CIS, Internal Auditing

“Advantax Accountants is a very competitive firm, and Mr Adil is more a friend than an accountant to all his clients. His assistance for my tax returns is always adequate, and he never lets me leave without a cup of coffee. :) Positive Professionalism”

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Accountwise

(4)

Virtual Finance Director, Tax Planning and Advice, Accountancy Compliance

“We have been using Accountwise for sometime now and they are so professional and we receive an excellent service from them. I would strongly recommend Accountwise Ltd to anyone.”

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Switchfoot Wealth Limited

(4)

“The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and af...”

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Pyrford Financial Planning

(2)

“As well as giving very good advice on investing, it's been a pleasure working with Noel. It's financial advice 'made simple' and he has taken care to ensure that my investments are in line with my aspirations for the future. Positive Responsiveness,...”

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Creative Lifestyle Planning

(10)

Financial Advice
Pension

“Brilliant team! I spoke to Chris on the phone who was really helpful and ensured everything was answered in my enquiry and helped arrange an appointment for me and my partner. Matt was the man we met and he was great too, came to our home address to ...”

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Surrey Hills Private Clients

(6)

Future
Pension
Knowledge

“I have had my pension since I was 18 and not seen much growth. I was recommended to speak to Jamie and in November 2023 transferred my pension to SJP. Jamie talked me through the plan to improve my pension performance and it has gone very well it has...”

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Average Cost	£3652
Minimum cost	£1218
Maximum cost	£10346
Avg Per Hour Rates	£367

Best Financial Advisors in Woking

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Woking area.

Alexander James Mortgage Services

Bray Wealth Management

Delaunay Wealth Management

Bespoke Independent Financial Advisers Limited

Littlewick Wealth Management

Menzies

FE Fundinfo Limited

Circle Wealth Partners

Woking Works

Clarus Wealth

CCS Financial Services

Herbert Parnell

Integrated Investments

Lycetts

DSN Financial Limited

Resolve Financial Solutions

GQ Independent

Apex Accountancy

Advantax Accountants

Accountwise

Switchfoot Wealth Limited

Pyrford Financial Planning

Creative Lifestyle Planning

Surrey Hills Private Clients

Retirement Planning and Investment Management Services in Woking Cost Estimates

Why these companies made our list

Wealth Management Advisors near Woking

Popular in Woking