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Independent Financial Advisor in Weybridge, Surrey

Independent Financial Advisors in Weybridge, Surrey Weybridge Financial Services

Address: 50 Church Street, Weybridge, Surrey, KT13 8DS
Telephone: 01932 842 532
Visit our Web Site: www.weybridgefs.co.uk

Contact: Cliff Cooper

About Us

Weybridge Financial Services is a trading name of Salisbury Financial Services Ltd (SFS).

Established in 1983, we have built a reputation for providing personal and professional financial advice to individuals and corporate clients.

In 2009, due to a growing demand in Surrey, South London and surrounding areas, we opened a new office in the heart of Weybridge.

Commitment to our clients We pride ourselves on a close working relationship with clients, providing an unbiased view at all times. Our service begins with a comprehensive review of your existing financial arrangements. We recommend appropriate strategies balancing investment performance with tax efficiency and cost-effectiveness. Periodic reviews of investment portfolios and finances are usually recommended once we have established your objectives.

Why 'independent' advice

As independent advisers, we have no restrictions as to which companies or products we recommend. This enables us to:

  •   recommend companies with good financial strength ratings

  •   research investment funds to ensure that the fund selection recommended
      has good historic performance combined with strong future prospects

  •   review the market to identify and access providers that offer good value for money

  •   evaluate new products entering the market so that you have the most up-to-date
      solutions to meet your needs

Our remuneration

We work on either a fee or commission basis, or a combination of the two.

Contact

Please telephone 01932 842532 to arrange a meeting or have an initial discussion to see if we can assist you.


Weybridge Financial Services is a trading name of Salisbury Financial Services Limited.

Salisbury Financial Services is authorised and regulated by the Financial Conduct Authority.


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