Connect with Top-Rated Financial Advisers in Farnham!

Lloyds Independent Financial Services is a family run business dedicated to providing truly impartial and independent financial advice on all areas of financial services. We offer whole of market independent financial advice, providing a thorough understanding of our clients' circumstances and objectives. Our services include mortgage advice, pension, investment, and protection advice across Surrey, Hampshire, and beyond.

Trembeth Wealth Management LLP provides financial advice tailored to meeting the financial goals and priorities of individuals and businesses. We pride ourselves on building long-term relationships with clients. We provide a wide range of services, including building, growing, protecting, and preserving wealth. Our expert financial advisors work closely with clients to understand their unique situation and provide tailored advice to help achieve their financial goals.

Switchfoot Wealth is a Certified B Corporation that provides expert financial planning and investment advice to individuals, families, business owners, and fiduciaries. Our mission is to empower our clients to achieve their financial goals and secure a brighter future for themselves and their loved ones. We offer a comprehensive range of services designed to meet the unique needs of our clients, from financial planning and wealth management to investment management and portfolio construction.

Grierson Dickens Limited is a fee-based Chartered Financial Planning firm with a refreshingly different approach. We advise many clients locally in Farnham, Surrey and across London and the South East, but our experience in overseeing the financial management of clients on international assignments means we also have clients much further afield. We work closely with a small number of clients, acting as a 'strategic partner' to develop a deep understanding of their current circumstances, identify their goals and objectives, and build a plan to achieve their aspirations. We build long term relationships with clients, consistently helping them to understand the financial implications of decisions they have to make, and supporting them through their decision-making process using our extensive technical expertise.

Saltus provides a range of wealth management services to individuals and institutions. Our financial planners support clients in the complexities of pensions and tax planning, while Saltus Asset Management offers institutional-calibre fund management to achieve optimal risk-adjusted returns.

As a trusted financial planning company, MJK Financial Planning offers a wide range of services to help individuals and families achieve their financial goals. Our team provides expert advice on intergenerational wealth management, Inheritance Tax planning, retirement planning, and more. With a focus on building long-term relationships, we strive to understand our clients' unique needs and provide personalized solutions. Whether you're looking to build, grow, protect, or preserve your wealth, our experienced advisors are committed to helping you navigate life's financial journey.