Independent Financial Advisers

ADVISING CLIENTS FOR OVER 20 YEARS
MORTGAGES & REMORTGAGING
EQUITY RELEASE
LIFE & HEALTH INSURANCE
PENSIONS & RETIREMENT PLANNING
SAVINGS & INVESTMENTS
BUSINESS SERVICES
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Optimise Your Business Goals

As independent financial advisers, we are here to help you make your most important financial decisions with complete confidence.

We are based in Surrey and we have over 20 years’ experience of mortgages, savings, insurance, pensions, and more.

Optimise Your Objectives

Completely independent, our financial advisers search the whole market to find the financial products which best suit you.

We take the time to get to know you, and understand your priorities and circumstances – so the advice we give always puts your needs first.

Advising Clients

We have been advising clients for over 20 years.

We offer a wide range of financial services, including independent advice on savings, pensions, mortgages, equity release and insurance.

Client Focussed

Many of our clients and their families have been with us for years, trusting us to advise them on their most important financial decisions.

Over the years our client base has grown steadily – mainly due to referrals from happy clients. We now have clients right across the UK, as well as in our home territory of Surrey.

Our Services

Mortgages & Equity Release

Whether it’s your first mortgage, or you are remortgaging, our experts can find affordable mortgage plans for you.

Savings & Investments

We can guide you to the right choices for your money. Our breadth of expertise means we can take an integrated approach.

Wills & Estate Planning

Although it can feel difficult to talk about wills, inheritance, and what happens after someone dies, making a will is important.

Business services

We can arrange for company pensions, group life insurance and healthcare benefits throughout your business.

Pensions & Retirement Planning

Start planning your future today with Assured Wealth Management and our wide range of planning tools.

Protection & Life Insurance

We can arrange the right level of cost-effective cover for you, for complete peace of mind for you and your family.