Secure your financial future

Your local Guildford Financial Professionals

Build a trusted, personal relationship between you and your local Financial Planner and Investment Manager - so we can support you to create a more secure financial future.

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What we offer

We support a wide range of clients, advisers and organisations with our Financial Planning and Investment Management services.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Speak with your Financial Professional

01483 230 810

Monday - Friday (9am - 5pm)

Latest insights

Article
Vital funds raised for the Shooting Star Children’s Hospices
By Charles Stanley
08 Nov 2021 | 1 min read
Article
Another flippin' good year at the Guildford Pancake Race
By Charles Stanley
28 Feb 2020 | 1 min read
Article
Peper Harrow Point to Point Saturday 11th May
By Charles Stanley
15 May 2019 | 0 min read
Article
Controversy at the 2019 Guildford High St Pancake Race!!!
By Charles Stanley
07 Mar 2019 | 1 min read

About the Guildford team

Established in 2007, our team of Financial Planners and Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years. 

Where to find us

We are always happy to welcome you to the Guildford office.

70 - 72 Chertsey Street
Guildford
GU1 4HL
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Meet the team