AAA Financial Management

Independent Financial Adviser 4 The Old Mill, Fry's Yard, 37-40 Bridge Street, Godalming, Surrey, GU7 1HP
FCA verified
15th July 2019
Professional and personalised financial advice covering Pensions, Investments, Mortgages, Equity Release and Workplace pensions
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Paul Brett
Senior Financial Planner
adviser-person
David Ferman Dip FA Cert PFS MLIA (dip)
Managing Director
adviser-person
Julie Hazlewood
Chartered Financial Planner
Where to find us

4 The Old Mill, Fry's Yard, 37-40 Bridge Street, Godalming, Surrey, GU7 1HP

About us

We are an experienced team based in Godalming, Surrey with offices in Kent and London and clients located throughout the UK. We offer high quality, jargon free independent advice including pensions, investments, mortgages, life assurance and general taxation planning to individuals, companies and trusts.

Our services

High levels of customer service covering all aspects of financial advice from highly qualified and experienced financial advisers. Specialisms is mortgages, pensions, mortgages, equity release, workplace pensions and overall financial planning.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

Similar advisers near you

Independent Financial Adviser 0.25 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 0.25 mi
Local independent pensions expert. Help with retirement needs. Making a positive difference to your retirement plans.
 
Independent Financial Adviser 0.61 mi
We understand our success depends upon you achieving your financial objectives. We provide you with clear, simple plans and proposals.
 
Independent Financial Adviser 0.7 mi
McLaren Capital is a private investment and wealth management business providing advice to families, private individuals, Trusts and companies.