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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...”

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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...”

Featured

Navigating Retirement? Don't Overlook Life InsurancennAs you step into retirement, financial considerations abound, and one often overlooked aspect is protection insurance. Whether life insurance was part of your work benefits or you secured a policy to safeguard your family during your working years, the question arises: Is it still necessary in retirement? At our end, we firmly believe age is no barrier to life cover. In fact, there are compelling reasons why obtaining life insurance later in life is a savvy move. Read more in our article here (link in comments)nn#RetirementPlanning #ProtectionInsurance #FinancialPlanning...

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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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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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Greenacre Financial Services

(50)

First Time Buyer
Buy to Let
Solicitors

“Greg and Greenacre have been unbelievable to work with. They were always on hand to answer any questions I had which was incredibly useful as a first time buyer. Greg always responded quickly and offered his expertise at every opportunity. Nothing wa...”

FAQs

Are you restricted to certain lenders?

To a point but with over 100 available to us, we have a huge amount of choice available so based on your requirements and circumstances, we know where to go. To find out more, please get in touch for an initial discussion.

Do you charge a fee for your service?

There is no charge for our initial and no-obligation discussion and during that we will take you through our fees as relevant to the service you are looking for. If you decide to proceed then those fees will be due for the work we complete for you as agreed. To find out more, please get in touch for an initial discussion.

Do you cover a certain area in the UK?

We cover the whole country and thanks to how we use facetime, whatsapp, email, skype, text and the phone itself, we can provide a high level of service wherever you are. To find out more, please get in touch for an initial discussion.

More information can also be found on the FAQ page of our website.

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Asmat & Co | Slough |

(50)

Representative Visa, Accounting and Tax, Covid 19 & Government Assistance

“I have been using this company for a few years now and I am very happy with the service provided.They are very professional and always keep me up to date on the progress,they answer any queries I have and are very efficient.I would highly recommend A...”

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Oasis Accountants Limited

(50)

Individual Accounting, Oasis Umbrella , Business accounting

“Raj & Team have been managing my accounts for years now. My friend recommended Raj to me. I always had very good experience and am confident that they know what they are doing. Had a recent issue with HMRC where they came up with an overdue payment w...”

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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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Xplus London - South London Accountants

(50)

Tax Services, Auto Enrollment, Registered Office

“I have been self-employed for 17 years and struggled to find a good accountancy company. And by far, this is the best company I have found and dealt with”

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Lloyds Independent Financial Services

(50)

Questions
Informative
First Time Buyer

“The support we received from Lloyds Financial Services was great. Mark Lloyd took us through a variety of options for our remortgage, patiently explaining what options were available to us and finding new quotes for us as our search progressed. Duri...”

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Financial Partnership

(50)

Making Tax Digital, Corporate Tax, Expat Tax

“Jay and his team are truly fantastic. From the very first moment we met them they have proven to be reliable, supportive and very proactive. Not only have they always replied to all our questions in a very clear and detailed way, but also went above ...”

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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

Apex Accountancy

Advantax Accountants

Greenacre Financial Services

Asmat & Co | Slough |

Oasis Accountants Limited

Resolve Financial Solutions

Xplus London - South London Accountants

Lloyds Independent Financial Services

Financial Partnership

Retirement Planning and Investment Management Services in Woking Cost Estimates

Why these companies made our list

Wealth Management Advisors near Woking

Popular in Woking