Financial advisor in Woking

40 results found

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  1. 11

    Delaunay Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 98-102 Maybury Road, Woking GU21 5HX, United Kingdom

    Phone: +44 345 505 3500

    Website: delaunaywealth.com

  1. 13

    Littlewick Wealth Management Ltd

    ★★★★★ 4.9
    Closed

    “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.”

    Address: Chobham, Woking GU24 8HU, United Kingdom

    Phone: +44 1276 534525

    Website: littlewickwealthmanagement.co.uk

  2. 14

    clarity

    ★★★★★ 4.9
    Closed

    “I have received faultlessly professional service from Clarity for five years.The annual review with Vicki is comprehensive and reassuring. It is a comfort that I can use the brilliant secure platform for information at any time or contact her team if I have a query or worry. I feel confidently in control of my assets for the first time (I am in my 70s) and I have a detailed wealth plan in place for the rest of my life.”

    Address: 1 Crown Square, Woking GU21 6HR, United Kingdom

    Phone: +44 800 368 7511

    Website: clarityglobal.com

  3. 15

    A-Plan Insurance

    ★★★★☆ 4.5
    Closed

    “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.”

    Address: 49 Commercial Way, Woking GU21 6XR, United Kingdom

    Phone: +44 1483 264404

    Website: aplan.co.uk

  1. 18

    Circle Wealth Partners Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 30 Saint Johns Road, Saint John's, Woking GU21 7SA, United Kingdom

    Phone: +44 1483 729122

    Website: circlewealth.co.uk

  1. 21

    RandDTax

    ★★★★★ 5
    Closed

    “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.”

    Address: Woodhill, Send, Woking GU23 7JR, United Kingdom

    Phone: +44 1483 808301

    Website: randdtax.co.uk