Estate Financial Planning Limited
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- Albury Lodge, The StreetAlbury, Guildford, Surrey, GU5 9AE
Estate Financial Planning Limited, positioned near Guildford, Surrey, is an FCA regulated firm (#565554) stationed in the beautiful Albury Lodge. We specialize in rendering professional financial planning services, assisting you with a comprehensive range of segments such as life insurance, funeral plans, investments, and pensions retirement advice. Our regional coverage extends throughout Surrey and its neighbouring areas. As a client-focused business, we're known for providing tailored, regulated advice to individuals and local businesses alike. Clients appreciate our respectful approach, especially when dealing with delicate topics like funeral planning. Trust us for approachable and reliable support on your financial journey.
Their team includes 2 financial advisers and one mortgage broker. Check FCA registration here.
Estate Financial Planning Limited are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Life Insurance
- ✔ Funeral Plans
Directions to Estate Financial Planning Limited from the Motorway
- From the M25, take the A3 exit. Proceed up the ramp towards Portsmouth Road, also known as A3. Upon reaching Wisley Roundabout, make sure to take the third exit to continue onto the Portsmouth Road/A3 ramp. Then, merge onto Portsmouth Road/A3 and follow A3.
- Next, take the exit in the direction of Burpham/Merrow. At the subsequent roundabout, maintain a straight path to proceed onto London Road, or A3100. At the following roundabout, take the first exit but remain on London Road/A3100.
- At the next roundabout, take the first exit to travel onto New Inn Lane, also known as B2234. From there, take a right turn onto Merrow Lane/B2234. At the next roundabout, take the second exit onto Park Lane, or B2234, and proceed through one roundabout.
- Subsequently, at the roundabout continue straight onto Epsom Road. Please note that Epsom Road eventually veers left and transforms into Trodds Lane. At this point, take a right turn onto Shere Road, also known as A25.
- Finally, gradually veer right onto Sherbourne, or A248, and continue to follow A248. Your destination will be situated on your left.
List of advisers under Estate Financial Planning Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.