The Best Financial Services in Surrey

We highly recommend Adam as a financial advisor - we consider him to be a man of integrity. He was recommended to us several years ago and we have been very pleased with his service through Parallel Wealth. We are kept informed regarding current general financial information on a regular basis via email and have found that he responds quickly to any questions we have. Whenever we wish to have a discussion on any financial issues, he is always willing to meet with us.

When looking for a financial planner, my fiancé and I wanted someone who understood our goals, as well as our relationship to money. Julia did a great job with walking us through exactly what was needed to buy a house, put away money for retirement and also still have accessible funds for emergencies. As a business owner it was also important for me to have someone who understood the risks and challenges involved in this choice of career. Julia was able to give financial advice in this area.

Nadir and his team are definitely the go to people for long term planning.!