Investments, Pensions & Financial Planning
Independent Financial Adviser Practice in Surrey
- Our Location
Leatherhead, Surrey
Investments, Pensions & Financial Planning
About us
At Surrey Wealth Ltd, we place our clients at the centre of everything we do.
We have built a firm for the modern age with the use of technology but still focusing on our core traditional values of trust and integrity.
Our comprehensive financial planning proposition takes clients on a journey from establishing their current financial situation, all the way through to reviewing their financial plans and goals on an annual basis.
Our fee structure is clear and when paired with our visible investment philosophy it gives reassurance to every client at whatever stage of life they are at.
What We Do
We give independent financial advice to individuals, trustees and companies. Being independent, we can advise without bias on any financial products should they be needed within your financial plan.
Initially, we create a financial plan that is designed to meet all your goals. Then every year, we review your plan to ensure that it continues to meet your needs and you are on track to achieve your goals.
Wealth Management
Our investment advisory service that combines all areas of financial planning.
Retirement Planning
Making sure you have enough money and financial freedom to stop working when you want.
Investment Philosophy
Our beliefs, process and principles that guides our decision-making process for client portfolio construction.
Estate Planning
How to pass on your assets to the next generation in the most effective and tax efficient way.
Trustee Services
Assisting trustees to make investment and tax decisions, distributing capital and income on behalf of beneficiaries.
Other Professionals
We work collaboratively with solicitors and accountants, to create the best outcome for our mutual clients.
What Our Client's Say
Want to find out more?
Get in touch to find out more, and to understand how we can help you plan effectively for the future.