Financial advisor in Woking

“I have been using the services of JVF accounts for the past 6 years and have found them to be friendly, approachable and extremely efficient. No question is to small and always answered in a friendly way.i would highly recommend them.”

“Very profesional service always willing to help , been using hin for over 10 years.”

“Ben has provided great advice helping me to set up my Limited company. Very responsive”

“Stephen Dixon provides a first class financial advice service. He is very thorough in his approach and works diligently to develop a personal pension plan based on your specific requirements. I highly recommend Stephen if you need a reliable, trustworthy financial advisor to help you achieve your retirement goals.”

“Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.”

“I've been dealing with Matt Parker for several years now, and not only is he a thoroughly nice chap he also has given me some incredibly useful financial advice. I originally spoke to him about my pension as I had several little scrappy amounts accumulated in various pots over the years from each prior employer. Matt helped me amalgamate them all into one pension and invested wisely - following his advice my pension has grown well above the market average! I might actually be able to retire comfortably at this rate! Seriously, brilliant service, down to earth and solid advice, clear and well presented information, no jargon and no patronising - but most importantly, great results. 100% recommend.”

“Been using A-plan in Woking for about 6/7 years now. They've always been so helpful and have made arranging both car and home insurance easy and stress free. It's nice to be able to talk to the same person everyone and not just a huge call centre with random people every time. I'd definitely recommend them to everyone.”

“Prompt, Professional, Precise... excellent!”

“Alex was informed, conscientious and quick to answer queries when I was looking to remortgage. Would definitely recommend him for his professionalism and depth of knowledge.”

Operating from Arlington Business Park in Theale, Insurance Services (Surrey) Ltd provides reliable commercial insurance brokerage services. The firm supports business owners and commercial clients throughout Berkshire and Surrey with tailored insurance solutions. Core services encompass identifying appropriate business protection policies for a wide range of commercial sectors. The team manages annual policy renewals diligence to ensure uninterrupted commercial coverage. Advisers regularly review business changes to adjust policies and mitigate emerging operational risks.

“I've been a consultant with RandDTax since we started in 2012. RandDTax works hard to provide an excellent R&D tax credit and relief claim support service to UK companies and their advising tax accountants. Check out all the case studies and testimonials on our website.”