AAA Financial Management

Independent Financial Adviser  4 The Old Mill, Godalming, Surrey, GU7 1HP
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FCA authorised
Last authorised 6th April 2020
Professional and personalised financial advice covering Pensions, Investments, Mortgages, Equity Release and Workplace pensions
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Julie Hazlewood
Chartered Financial Planner
David Ferman Dip FA Cert PFS MLIA (dip)
Managing Director
Paul Brett
Senior Financial Planner
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
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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