Other Professional

​Private Client Solicitors

At Surrey Wealth Ltd we work closely with private client solicitors assisting them and their clients with inheritance tax mitigation, investment management and all their financial planning needs.

Family Solicitors

We fully understand the Divorce process and the issues that face clients separating. It can be very complex, with emotions running very high, so we happy to engage any stage from assistance with Form E completion through to decree absolute.  We assist Solicitors in many ways including acting as a Financial Neutral within the Collaborative process, implementation of pension sharing orders and budget planning for Form E’s.

Accountants

We work closely with small to medium businesses and their accountants assisting the directors with their  pensions, shareholder protection, corporate investment portfolios and key employee benefits.

Courthouse

Surrey Wealth Ltd - Registered in England and Wales No. 10173320.

Registered Address: 8 Manor House Business Centre, 19 Church Street, Leatherhead, Surrey, KT22 8DN.

Authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 833211 at https://register.fca.org.uk/

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: 

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel:  0800023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk