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Our Farnham financial advisers
About our Farnham office
Across from Gostrey Meadow, our Farnham office delivers leading financial planning and wealth management services to Surrey and surrounding areas, including Guildford, Godalming, and Haslemere. We’re all about making your finances simpler, turning complexity into a clear financial plan that works for you.
If you want to grow or preserve your wealth, our Farnham financial advisers can help.
"At our Farnham office, we focus on making finances straightforward. Whatever your aims, we're here to create a clear financial plan that truly works for you"
Guy Prysor-Jones, Financial Planner and Partner, based in Farnham
"In Farnham, we prioritise your financial goals by delivering personalised wealth management services designed to fit your unique situation."
Pete Giles, Financial Planner and Partner, based in Farnham
What to expect from our wealth management service provided by our Farnham office
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively. You can find out more about our services below.
A chartered firm at the forefront of our profession
Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.
Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.
A highly qualified team
We are specialists in wealth management and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country.
We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan.
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.
We harness the latest technology
We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.
Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions, such as expected investment growth, to help establish if you have enough money to achieve all your goals.
A wide range of award-winning investment solutions
We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns.
We’ll work around you
We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices
How to find the Farnham office
Gostrey House,
Union Road,
Farnham,
Surrey,
GU9 7PT
Union Road,
Farnham,
Surrey,
GU9 7PT
Parking
If you are arriving by car there is a large pay and display car park opposite the office. Please ensure to pay on arrival.
Train
If you are arriving by train, Farnham railway station is a 8 minute walk away from the office. Please refer to the map for directions.
Taxi
Taxis are available at the taxi rank outside Farnham station. We have also provided numbers for local taxis below:
- Prime taxis 01252 507777
- Orange Taxis Farnham 01252 758294
Alternatively, you can use Uber in this area.
Once you have arrived
Once you have arrived, please walk to the front of the building, press the button labelled ‘Saltus’ on the buzzer and one of our lovely Farnham team members will let you in.
Please make your way up to the 2nd floor (this floor can be accessed by stairs or a lift), where our office is located, and one of our team will be there to greet you.
Accessibility
There are accessible facilities on the ground floor, including a lift and accessible toilet. We also have an induction loop system for hearing aid users if needed.
Please contact our team in advance if you require step- free access.
Our wealth management services in Farnham
About Saltus?
Find out more about our award-winning wealth management services…
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
£8.2bn+
assets under advice
20
years working with clients
350+
employees
97%
client retention rate
Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.
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