Surrey Hills Wealth Management
Initial consultation free
Independent
The lifeblood of our business is our clients, if our clients are happy, we are happy. We pride ourselves on giving highly personalised wealth management and financial planning advice.
Putting our client's needs at the forefront of what we do is paramount.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Joe Wadsted DipPFS CeMAP
Founder & IFA
Mr Andrew Buchanan DipPFS CeMAP
IFA
Compliance
Surrey Hills Wealth Management is an Authorised Representative of Finsgate LLP, registration number OC352831, whose registered office is at Parallel House, 32 London Road, Guildford, GU1 2AB, England. Finsgate LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 522649).
Legal information
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