FCA verified
21st August 2017

AAA Financial Management

Independent Financial Adviser 4 The Old Mill, Fry's Yard, 37-40 Bridge Street, Godalming, Surrey, GU7 1HP
Professional and personalised financial advice covering Pensions, Investments, Mortgages, Equity Release and Workplace pensions
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • 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
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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