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Location Guide

Financial Advisers in Guildford

11 FCA-authorised advisers · South East · 4.5★ average Google rating

There are 11 FCA-authorised financial advisers in Guildford, South East. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Guildford advisers include Mortgages, Investments and Pensions. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

Russell & Co Financial Advisers LLP

FCA Verified

Leatherhead, KT24

0.0 mi
MortgagesAlternative InvestmentsPensions+2

Chapters Financial Limited

FCA Verified

Guildford, GU1

0.0 mi
5.0
(2)
Alternative InvestmentsPensionsRetirement+2

JK Investment Management LLP

FCA Verified

Guildford, GU2

0.0 mi
Wealth ManagementInvestmentsPensions+1

Estate Financial Planning Limited

FCA Verified

Guildford, GU5

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2

ARIA PRIVATE CLIENTS LIMITED

FCA Verified

Guildford, GU2

0.0 mi
3.4
(5)
Wealth ManagementInvestmentsMortgages+2

C R Toogood & Co Limited

FCA Verified

Leatherhead, KT24

0.0 mi
4.3
(6)
MortgagesAlternative InvestmentsInvestments+2
0.0 mi
4.5
(4)
Mortgages

Rosan Helmsley Limited

FCA Verified

Guildford, GU2

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Premier Portfolio Managers Limited

FCA Verified

Guildford, GU1

0.0 mi
5.0
(3)

Dura Capital Limited

FCA Verified

Guildford, GU1

0.0 mi
Investments

Spring Financial Group Limited

FCA Verified

Guildford, GU1

0.0 mi
Mortgages

Frequently Asked Questions — Financial Advisers in Guildford

How many FCA-authorised financial advisers are there in Guildford?

There are 11 FCA-authorised financial advisers listed in Guildford, South East. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Guildford?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Mortgages, Investments and Pensions are common in Guildford), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Guildford?

Financial advisers in Guildford typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Guildford regulated?

Yes. All financial advisers in Guildford must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Guildford?

The most common financial advice needs among Guildford residents include Mortgages, Investments and Pensions. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in South East