Financial Adviser in West Byfleet

We have an office and meeting space at 3 Park Court, Pyrford Road, West Byfleet, KT14 6SD. It is a working office rather than a serviced address, which means you can meet an adviser here rather than being routed to a call centre or asked to travel into London.

Independent, and whole of market

Surrey has no shortage of financial advice. Much of it is restricted — tied to a panel of providers, or to a parent company. We are Whole of Market Chartered Independent Financial Advisers: we search the entire market, and we are not financially incentivised to recommend particular products or providers.

What we advise on

Pensions and SIPPs, retirement planning, ISAs and investments, protection, estate and inheritance tax planning, and planning for company directors and business owners.

A practice that stays small on purpose

You will deal with the same adviser rather than a rotating team. For work where the value accrues over years rather than in a single meeting, that continuity matters more than scale does.

Arrange a meeting

3 Park Court, Pyrford Road, West Byfleet, KT14 6SD. The first appointment is free and carries no obligation. Call 01489 667727.

The value of your investment, and the income from it, can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

The Financial Conduct Authority does not regulate tax advice. Tax treatment varies according to individual circumstances and is subject to change.