1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Surrey
  8. breadcrumb-arrow
  9. Farnham
  10. breadcrumb-arrow
  11. Fish Financial Ltd

Fish Financial Ltd

Independent Financial Adviser  Fish Financial Ltd, Surrey, Farnham, GU9 7PT
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group Pension/Stakeholder
check
Group life insurance
check
Group private medical insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MR Ian Colley ACMA DIPFS MIFP
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Fish Financial are a highly regarded wealth management firm that provide proactive financial planning advice to HNW clients. We understand the importance of combining investment, tax and cashflow planning advice, and also that an ongoing attentive review service is crucial to delivering desired client outcomes.

Our Team, currently 13 strong, comprise chartered financial planners, paraplanners, operational and admin staff, a tax adviser, and qualified financial advisers.

Our services

Financial Planning, Cashflow Modelling, Investment advice, Tax planning

Where to find us
Head office address: Fish Financial Ltd, Gostrey House, Union Road, Surrey, Farnham, GU9 7PT
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 2nd August 2021

Similar advisers near you

Price Ferguson Farnham Ltd
Independent Financial Adviser 0.23 mi
Price Ferguson Farnham Ltd is a small, independent financial advisory firm, based in central Farnham. We have a wealth of experience in dealing with all financial affairs for individuals and small businesses.
 
See profile
The Private Office
Independent Financial Adviser 0.33 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Prime Time Financial
Independent Financial Adviser 1.42 mi
Local independent financial adviser specializing in pensions, investments and estate planning.
 
See profile
Custodian Wealth Management Ltd
Independent Financial Adviser 2.09 mi
Straight talking, jargon-free independent advice with experience, expertise, and integrity.
 
See profile