Financial Advisor - Surrey

Riverside Financial Services has been established for over twenty-five years providing our customers with a financial advisor throughout Surrey and the surrounding areas. Based in Shepperton, we are totally independent and have deliberately remained small so that we can provide you with a personal, caring service at all times.

We have established a loyal client base built up through referrals from existing clients and professional connections, as we do not advertise or use direct marketing methods such as mail-shots.

We believe in getting to know our customers, their concerns and their financial priorities so you will only ever deal with one financial advisor and never be faced with anonymous call centre personnel. Our clients come from every walk of life with varying financial requirements. Our professional team of financial advisors will take the trouble to identify your individual financial aspirations so that we can give you the most suitable advice to meet your objectives.

An initial meeting is free of charge and, if you decide to appoint us as your IFA, we can then carry out your instructions on a commission and/or fee basis or a combination of both.

We cover all financial aspects including mortgages and pensions to provide you with a comprehensive service that our clients will want to come back to for all their financial requirements. We have a range of financial advisor services on offer including equity release and wealth management as well as the following:

Pensions

There have been a huge number of changes to the regime of pensions in the last few years, leaving you with what may seem a bewildering array of choices. Your financial adviser is here to help you make the best decision that will work for you in the long term, providing you with a plan for the future.

If you require a financial advisor for advice on pensions or other financial services throughout Surrey then contact us today.

You can visit, call or email us via our online contact form.