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Our Services

At Surrey Financial Services, we take pride in offering a diverse range of exceptional Financial Services services to cater to your needs. Our dedicated team of Financial Services experts is committed to delivering top-notch solutions that exceed your expectations.

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Investments

If you are unsure of where to place your investments, we can help you to build a portfolio that suits your needs and that will benefit you in the future.

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Savings & ISA's

Savings are important, and we can help you set up your accounts and budget to ensure you can save more.

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Business Audit

Every aspect of our audit process is designed to deliver the highest quality results, ensuring that every opinion we sign is one you can trust.

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Mortgages

Purchasing a home is a monumental milestone, and it's crucial to secure a mortgage that aligns with your budget and desired timeframe.

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Pensions

Having your pension in one pot is important. We can help you get an estimate of how much you will have when you reach the pension payout age.

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Tax Planning

With changes constantly happening in the tax environment, it is always important to keep up with the changes.

Prices

While our Surrey Financial Services pricing may vary depending on the specific product or service you choose, we always prioritize offering fair and reasonable rates. We regularly evaluate our pricing strategy to ensure that it aligns with market trends, industry standards, and the value we provide to our customers. Our aim is to strike the right balance between affordability and the quality of our offerings.

Investments

£5000 / starts at

  • Fixed-returns of up to 12% per annum
  • Tax free profits through your ISA
  • Returns paid out after 12 or 24 months
Tax Advice

Free / price

  • Introductory consultation
  • Self assessment
  • personal tax

Location & Hours

Positioned in Dorking, our Surrey Financial Services site transcends being a conventional location; it serves as a dynamic and welcoming destination that encapsulates the essence of our Financial Services business. Take advantage of the convenience and accessibility our prime location provides for our esteemed customers.

Our Location
Book House, Vincent lane, Dorking, RH4 3Hw

Contact Us
07464000000

Opening Hours
Monday: 9:00am - 6:00pm
Tuesday: 9:00am - 6:00pm
Wednesday: 9:00am - 6:00pm
Thursday: 9:00am - 6:00pm
Friday: 9:00am - 6:00pm
Saturday: Closed - Closed
Sunday: -
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Contact Us

Our Financial Services team is here to assist you and provide the information you need. Please take a moment to fill out our Surrey Financial Services contact form below.

Our Customer Reviews

We encourage you to read our Surrey Financial Services customer reviews to gain a deeper understanding of the level of satisfaction and commitment we bring to each Financial Services interaction.