Resolve Financial Solutions

Independent Financial Adviser  Resolve Financial Solutions Ltd, Surrey, Weybridge, KT13 9UT
First meeting at adviser's own cost
Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
We can advise you on
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Annuity purchase
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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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Mortgage protection
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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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Socially responsible 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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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
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Jack Dudley
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

We are an independent, staff-owned, financial planning firm set up by friends Stuart and Chris who originally met at University. Since our launch in 2015 we have successfully helped over 600 people work towards their financial dreams.

Resolve grew out of a desire to create a new kind of financial advice firm; to make advice inclusive and putting customers’ needs and values first.

We believe that we have a responsibility to support a sustainable future and a more inclusive world. We are committed to making a positive impact, and embrace modern technology to work not just faster, not just better, but more environmentally friendly.

Our services

Our experienced team of financial advisers offers innovative, unbiased, independent financial advice and tailored solutions to ensure your financial wellbeing.

We cut through the complexity of investments, pensions, mortgages and insurances. Our ambition is to help you become financially organised, understand the choices you have and make good financial decisions that are aligned to your values. We help drive positive change in your financial plans through our imaginative and ambitious approach.

Resolve are committed to making a positive impact on our clients, our local communities, the environment and wider society.

Why Choose Us?

Expertise
Our dedicated team has a wealth of experience and expertise in the Investment and Mortgage advice market.

Security
Using leading technology; giving you convenient access to all your finances in one place and ensuring secure protection of your information.

Peace of Mind
We are part of the larger Sense Network providing you with added peace of mind that someone is checking the advice we give.

Specialists
Offering responsible and sustainable investments that have a positive impact and are rewarding and engaging.

No bias
Our independence guarantees that we look at the whole market when it comes to recommending solutions.

Transparency
We are open and upfront about any costs and charges.

Where to find us
Head office address: Resolve Financial Solutions Ltd, Investment House, 28 Queens Road, Surrey, KT13 9UT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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