Best Financial Advisors in Woking

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Woking area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Delaunay Wealth Management

(4)

“We have used Delaunay Wealth Management services for approx 10 years. In that time we have found LLoyd's advice very good and possibly even more importantly his team's back up service to be excellent and first class..”

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Bespoke Independent Financial Advisers Limited

(4)

Retirement Planning, Protection, Investements & Savings

“We would highly recommend Bespoke. In the last year they have restructured our pension arrangements and have been organised and transparent throughout. We have been extremely well looked after by Austin and benefited from his technical knowledge and ...”

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Littlewick Wealth Management

(1)

“Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by...”

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Alexander James Wealth Solutions

(30)

Inheritance Tax Planning, Investments, Retirement Planning Specialist

“Charlotte saw us through a remortgage of a buy to let property and a purchase of a new home. We were first in touch in June 2020 and the purchase process only completed in Feb 2022 but Charlotte was incredibly patient and flexible throughout. She too...”

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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FAB Partners Limited

(8)

Business Financial Consulting, Accounts, Taxation

“Elena was professional , efficient and communicated effectively well throughout the whole process. I would recommend her services to anyone. Held my hand at each stage”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

97 (100)

Minimum Reputation Rank

98.5 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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Menzies

(15)

Valuations, Business Recovery, TAX Services

“Always give good advice and willing to help with problems and issues that occur within the business, quick response every time with friendly and helpful staff.”

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Woking Works

(1)

“Cool”

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Orbit Accounting Services

MTD, Compliance Services, Personal Financial Planning

“Orbit Accounting Services provides Book-Keeping, Management Accounting, Taxation services to Small & Medium Business in and around the area of Woking, Surrey County. We are specialise in cloud accounting.”

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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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Trust Will Plan

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Smith Pearman & Associates

“Michael was a tax partner in a London Partnership before setting up SMITH PEARMAN CHARTERED ACCOUNTANTS in The City. He moved the office to Hurst House in Ripley and in 1983 launched SMITH , PEARMAN & ASSOCIATES which is incorporated as EUROSURE Ltd,...”

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Redwood Financial Services

(7)

“I have relied on Redwood Financial Services since 2018 for my mortgage needs. Neil has always been available, responsive and very helpful as we looked at multiple options for moving house in 2020/21. Using Redwood Financial Services has made the w...”

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Lycetts

Cash Investment, Model Portfolios, Fund Fact Sheets

“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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Cheesman & Partners

Private Client Services, Accounting, Financial Planning

“Registered to carry on audit work in the UK & Ireland, regulated for a range of investment business activities, and authorised to carry out the reserved legal activity of non-contentious probate in England & Wales by the Institute of Chartered Accoun...”

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Circle Wealth Partners

“The advice and service provided by Matthew has been excellent throughout my retirement planning implementation. His attention to detail ensured that my pension pot was invested with the best potential for growth and throughout the advice process, Mat...”

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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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Clarus Wealth

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Wilson Partners Accounting

(29)

Company
Advisor
Emails

“We, at adaptomy, have had the pleasure of working with Wilson Partners on many occasions in delivering due diligence projects. Their work is exemplary. They are a great team of people, open, transparent and collaborative. We look forward to working w...”

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Sfia Group

(11)

Retirement Planning, TAX Planning, Mortgages

“We have been with SFIA group for many years. They have been great and always helpful with any concerns we ever had with regards to our investment and finances. Aman is extremely professional and knowledgeable in providing the best service. She takes ...”

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SKS Business Services Limited

(14)

Accounting, TAX, Business

“No need to continue searching you will find everything you need right here. The whole team have been such an incredible support during a very difficult time. A special shout out to Sonya who showed real empathy and always found a solution. Very pr...”

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Roxborough Wealth Management

(22)

House
Experience
Information

“Steph made the process so easy for us. From start to finished she kept us constantly updated, often having the answers before we had even thought of the questions! Her knowledge and experience showed, making sure we always had the best information so...”

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Milton Independent Financial Advisors

(3)

Investments, Pensions, Equity Release

“Madhu has been an absolute star for helping me over the many years with my mortgage and remortgages by finding me good deals and competitive rates. In comparison to other brokers I have dealt with, Madhu's thorough knowledge, professionalism and pati...”

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Dentons Wealth

(3)

Pensions, Mortgages and Equity Release, Later Life Planning

“I have always found the staff at Dentons to be very helpful and knowledgeable. I would have no hesitation in recommending both the pension administration and wealth management services.”

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Switchfoot Wealth Limited

(4)

“I have just had my first introductory call with Seb from Switchfoot Wealth. I was instantly impressed with Seb's professionalism, calm demeanour, patience, and the way he takes time to explain things in simple terms - something which is incredibly us...”

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

Best Financial Advisors in Woking

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Woking area, explore the top 5 leaders in their field among the selected group of 24 finalists.

Delaunay Wealth Management

Bespoke Independent Financial Advisers Limited

Littlewick Wealth Management

Alexander James Wealth Solutions

FAB Partners Limited

Menzies

Woking Works

Orbit Accounting Services

Integrated Investments

Trust Will Plan

Smith Pearman & Associates

Redwood Financial Services

Lycetts

Cheesman & Partners

Circle Wealth Partners

DSN Financial Limited

Clarus Wealth

Wilson Partners Accounting

Sfia Group

SKS Business Services Limited

Roxborough Wealth Management

Milton Independent Financial Advisors

Dentons Wealth

Switchfoot Wealth Limited

Retirement Planning and Investment Management Services in Woking Cost Estimates

Why these companies made our list

Wealth Management Advisors near Woking

Popular in Woking