Find the Best Financial Advisers in Bagshot

Corcillium Wealth Management provides expert financial advisory services including pension planning, investment management, and wealth protection. Based in Guildford, we serve clients across Surrey and Hampshire with tailored solutions for retirement, tax planning, and intergenerational mortgages. Our FCA-regulated team combines industry expertise with a commitment to clear, jargon-free communication.

At Kerr & Watson, we offer independent, award-winning mortgage and insurance advice. Serving Hampshire, Berkshire, and Surrey, we focus on understanding your personal circumstances to provide bespoke financial solutions. Our strong relationships with high street providers and specialist lenders ensure we deliver the best options for both mortgages and insurance, tailored to your needs.

Giles Warren Financial Ltd provides bespoke financial planning and wealth management services, specialising in pensions, investments, and protection. With over 38 years of experience, we offer independent, FCA-regulated advice tailored to individual client needs. Our client-first approach ensures clarity, compliance, and long-term financial security.

Financial Planning Partners provides independent financial advisory services specialising in retirement planning, investment management, and estate optimisation. Based in Crowthorne, Berkshire, we serve senior executives, business owners, and affluent families across the Thames Valley. Our client-centric approach combines over 25 years of industry expertise with Chartered professional standards to deliver tax-efficient, sustainable financial solutions.

Anderson King provides independent financial advice to individuals and businesses across North Hampshire and surrounding regions. Specialising in investment planning, pension schemes, and employee benefit compliance, we combine traditional values with modern technology to deliver tailored solutions. Our FCA-authorised team prioritises long-term client relationships through transparent, documented advice.

Anderson Sinclair LLP provides independent financial planning and investment advisory services across Surrey and the South-East. Specialising in pensions, wealth management, and mortgage solutions, we offer tailored strategies for individuals and families. Our FCA-regulated services combine decades of experience with a commitment to impartial, client-centric advice.

Power Robbins provides execution-only investment services with competitive discounts and high personal service standards. We support self-directed investors through platforms like Aegon and Fidelity, offering transparent pricing and administrative assistance without financial advice. Our 30-year heritage ensures reliable, cost-effective investment management for clients seeking autonomy.

Integrity offers bespoke financial planning services to individuals and businesses across the UK. Our expertise spans retirement strategies, tax optimisation, inheritance planning, and sustainable investing. We combine data-driven methodologies with personalised guidance to help clients navigate complex financial decisions.

Orchard House provides independent financial advice for individuals, businesses, and vulnerable clients. Specialising in pensions, investments, tax planning, and estate management, we deliver tailored solutions across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, and Surrey. Our client-centric approach ensures transparent, ethical guidance aligned with long-term financial goals.

Charterhall Associates provides comprehensive financial advisory services, specialising in pensions, investments, mortgages, and protection planning. Based in Shepperton, we combine over three decades of industry experience with FCA-authorised expertise to deliver tailored financial solutions. Our client-focused approach ensures clarity and transparency in all advisory services.