Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Guildford
Contributor

68%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Sian Conway

More Info
% clients advised in each area  :

Investments

52%

Annuities

29%

Pensions

71%

Insurance & Protection

5%

Later life planning

10%
A Chartered Financial Planner specialising in planning for retirement and beyond. I am an accredited member of SOLLA (Society of Later Life Advisers) ... Read More
Serves clients with: Over £50k of investable assets or household income
Sian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

63%

MATCH FOR YOU

Refine your search to see better matches

4.6out of 5

Ketan Shah

More Info
% clients advised in each area  :

Investments

31%

Annuities

19%

Pensions

56%

Insurance & Protection

38%
I am a qualified Independent Financial Adviser based in Woking, Surrey. I do home visits or have access to meeting rooms available at the office. My s... Read More
Serves clients with: Any level of wealth
Ketan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

57%

MATCH FOR YOU

Refine your search to see better matches

Sean Packman

More Info
Services:  General Financial Planning, Insurance & Protection, Pension and Retirement, Equity Release, Saving for children, Mortgages
I have been an independent financial adviser specialising in the in the mortgage and associated protection sector since 2000. I only offer an advice a... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

57%

MATCH FOR YOU

Refine your search to see better matches

4.6out of 5

David Sowerbutts

More Info
% clients advised in each area  :

Investments

100%

Annuities

36%

Pensions

82%

Insurance & Protection

18%

Later life planning

18%
Established in 1991, the company is based on treating our clients as we would our best friends. The 8 principles we stand for are below. It's a compan... Read More
Serves clients with: Any level of wealth
David's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

54%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Alistair Mann

More Info
% clients advised in each area  :

Investments

88%

Annuities

16%

Pensions

63%

Insurance & Protection

16%

Later life planning

6%
I became a Chartered Financial Planner in 2005 when Chartered status was introduced for financial planners. My activities include • Advising you an... Read More
Serves clients with: Over £100k of investable assets or household income
Alistair's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

53%

MATCH FOR YOU

Refine your search to see better matches

Nicholas Clemens

More Info
Services:  Investments & Savings, Pension and Retirement, Equity Release, Annuities
I have over 30 years experience as a financial planner. In the past 5 years I have specialised in the later life market. I am accredited with the Soci... Read More
Serves clients with: Over £100k of investable assets or household income

Latest client reviews of Guildford IFAs

Giving us confidence that he understood our needs and expectations.Always making us feel at ease and....r appointment so that we never feel rushed.Being honest about how much, when and what to invest in.    Read More
Karen Bissett
Liam has always given a very personal service and balanced advice for both myself and my elderly par....reat support handling their estate and advising for future inheritance tax and sorting out trust.i    Read More
Rosalind Balfour Balfour

Can't find the right Guildford IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Guildford.

Ian TaylorDavenport Financial Management Ltd
Keith ChurchouseChapters Financial Limited
Nigel SidebottomPremier Fund Managers Ltd
Peter DavidAlliott Graham Brown Financial Planning Limited
Iain HalketHFS Felton Pumphrey Financial Services Ltd
Dylan MitchellSomerston Group Limited
Ulick BurkeALPs F S Limited
Looking for a different Independent Financial Advisor (IFA) in Guildford? Search by name