The 20 Best Financial advisor in Leatherhead

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  1. 1
    Photo of Citywide Financial Partners Limited - Fetcham, Leatherhead Photo of Citywide Financial Partners Limited - Fetcham, Leatherhead

    Citywide Financial Partners Limited

    ★★★★★ 5
    Closed
    Financial Service

    “Clinton has been a client of mine, at Adviser Office and moneyinfo for more than 20 years and he has been my financial adviser for nearly all this time. His job is to look after my money, so I can enjoy it, which he does very well. I count him as a friend as well as my adviser, as do many of his clients.”

    Address: Guildford Road, Fetcham, Leatherhead KT22 9AD, United Kingdom

    Phone: +44 1372 365950

    Website: citywidefinancial.co.uk

    Details
  3. 9
    Photo of Elmwood Wealth Management - Fetcham, Leatherhead Photo of Elmwood Wealth Management - Fetcham, Leatherhead Photo of Elmwood Wealth Management - Fetcham, Leatherhead

    Elmwood Wealth Management

    ★★★★★ 5
    Closed
    Financial Service

    “During the financial crisis of 2007-8 and because of serious accessibility problems with our previous portfolio management company, my wife and I agreed that it was necessary to identify a suitable independent, professional, responsible and accountable organisation to take over and manage our financial investments. Having considered our requirements and taken appropriate advice, we appointed Elmwood Financial Consulting, now known as Elmwood Wealth Management. Elmwood, managed by Darren Collett, immediately provided clear guidance and recommendations which successfully prepared for our subsequent retirement. Elmwood continues to keep us well informed, and Darren has made subsequent changes to our portfolio which have ensured our financial stability whilst satisfying our ethical attitudes. In closing, I highly recommend Elmwood Wealth Management for inclusion in any financial portfolio management selection process.”

    Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom

    Phone: +44 1372 388240

    Website: elmwoodwealth.co.uk

    Details
  3. 15

    Atwoods Ltd

    ★★★★☆ 4.5
    Closed
    Financial Service

    “Great communication, great experience. Getting a mortgage through atwoods just made me feel looked after. Customer service is top notch and the mortgage deal I got was far better than I thought I could have gotten”

    Address: 6 High Street, Great Bookham, Leatherhead KT23 4AG, United Kingdom

    Phone: +44 1372 459777

    Website: atwoodsgcs.co.uk

    Details
  1. 16
    Photo of Accountancy & Tax Advisers Ltd - Fetcham, Leatherhead Photo of Accountancy & Tax Advisers Ltd - Fetcham, Leatherhead

    Accountancy & Tax Advisers Ltd

    ★★★☆☆ 3.3
    Closed
    Accounting Service Financial Service

    “As a long standing customer of Richard's, he has helped me with my Tax Return for many years and never failed to deliver a great service - Richard is always extremely helpful and full of facts that everyone should know about! Besides my Self Assessment, Richard has also recently advised me on Inheritance Tax relating to a property; the result of which will potentially save me thousands of pounds in the near future. In short, Richard is extremely knowledgeable, an expert in his field, and most importantly for me, he is approachable and provides a truly personal service.”

    Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom

    Phone: +44 1372 450048

    Details