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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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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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CCS Financial Services

, , Pensions

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Clarus Wealth

What we do, Eva Wealth Management For Women

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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Integrated Investments

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Lycetts

Cash Investment, Model Portfolios, Personal Levels of Service

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DSN Financial Limited

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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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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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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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Michael Usher Mortgage Services

(50)

Remortgage
Expertise
Knowledge

“Where to start with the phenomenal Andrew?!?!!! What a guy!! Andrew is one of the warmest, kindest and most knowledgable people that I have ever met. The time and effort that he went to in order to secure us the best possible mortgage was unreal, it...”

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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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Hazelwood Financial Services

(50)

Remortgage
Financial Advice
The Future

“Hazelwood Financial Service provided me with an exceptional service of the highest professional quality. He is very responsive to correspondence and guide you through every aspect of the process. I would highly recommend Hazelwood and would give 10 s...”

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Pennymatters

(49)

Retirement Planning, Mortgages, Estate Planning

“Over the moon with Matt Bloom from Penny Matters! Being self employed it was becoming more of a struggle to find a broker who could find a lender for me. Matt was extremely efficient and most importantly (for me) keeping me informed throughout. Thank...”

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Globe Independent Financial Advisors

(49)

Investment
Attention
Explanation

“I was recommended John Pickles from Globe by my accountant, Harmer Slater. I will forever be grateful. The complexity of my circumstances and issues that needed that 'extra mile' of assistance - all melted away in John's capable care. We must choose ...”

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The Surrey Mortgage Broker

(50)

The Future
Insurance
Professional

“We've remortgaged with Richard several times now and on each occasion he has provided us with the right level of advice and support to allow us to make the right decisions, for the right reasons. If you are looking for a mortgage broker who genuinely...”

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Capricorn Wealth Management

(50)

Remortgage
Work
Solicitors

“Amazing service from Capricorn Financial. As first time buyers the mortgage process can be very stressful, but our mortgage advisor, Karwan, has made things easy and stress free. Karwan has been very supportive and always always available to answer ...”

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Premier Financial Services

(50)

Remortgage
Family
Knowledge

“When I decided to buy my own place a couple of years ago, Paul was recommended to me by a close friend of mine. As a first time buyer I was pretty clueless on the process and a bit terrified of the prospect to be fair! I had nothing to worry about as...”

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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

Circle Wealth Partners

CCS Financial Services

Clarus Wealth

Integrated Investments

Lycetts

DSN Financial Limited

Advantax Accountants

Greenacre Financial Services

Oasis Accountants Limited

Resolve Financial Solutions

Lloyds Independent Financial Services

Michael Usher Mortgage Services

Financial Partnership

Hazelwood Financial Services

Pennymatters

Globe Independent Financial Advisors

The Surrey Mortgage Broker

Capricorn Wealth Management

Premier Financial Services

Retirement Planning and Investment Management Services in Woking Cost Estimates

Why these companies made our list

Wealth Management Advisors near Woking

Popular in Woking