OCT
15

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The Free Money Advice Service has been setup by the government to provide impartial advice on most financial matters but is particularly good on Equity Release. 

Equity Release is a minefield but a necessary minefield! Get it right and older people can raise money on their property - potentially allowing them to afford to stay in their homes for the rest of their lives. Get it wrong and they can accumulate an enormous debt and effectively disinherit their children as the finance company claims their home in order to repay the accumulated loan when they die. The link below may help you decide whether this might be a useful route to go down. However just as importantly consider using a financial adviser.
This is a simple AgeUK Equity Release calculator which will help you find out how much an equity release loan would allow you to raise on your house.

Independent Financial Advisers - IFAs Surbiton

KEYSTONE INDEPENDENT

Vine House, 141-143 London Rd, Kingston upon Thames KT2 6NH, UK – 020 8939 4545

David and his team offer an excellent service to all their clients. Should you need advice re Mortgages or maintaining a good standard of living once you retire, do not hesitate to contact them.

The best.

Holland Hahn & Wills: Wealth Management

2 High St, Hampton Wick, Kingston upon Thames KT1 4DB, UK – 020 8943 9229

I have been a client of Holland Hahn for the past 6 years. I feel very fortunate to have chosen a company that values customer satisfaction as the cornerstone of their business model. They have provided good and consistent returns with reasonable charges. Regular meetings with Jason and his team coupled with sound investment advice have meant peace of mind in my retirement. I would not hesitate to recommend HHW.

I've been with them for 12 years now. Previously was with a major bank who shall remain nameless, but the bank's return on investment was dreadful - no real personal service at all. Was put on to Jason Lurie at HHW by a friend and haven't looked back since. They give an excellent personalised service, with quite reasonable charges, return on investment is good and they are always looking to improve their offering. Cannot see any reason to look elsewhere at all, they get my vote.

Walpole Financial Limited

28 Claremont Rd, Surbiton KT6 4QZ, UK – 020 8786 2112

This firm has demonstrated a clear and knowledgeable understanding of my financial situation and needs and have offered consistently good advice over many years. An exceptional company. Highly recommended.

Click for excellent Money Saving Expert advice on choosing an Independent Financial Adviser (or IFA) around Surbiton.
This is a revolution! We are used to going to a bank with a business plan and been lent money on very high rates of interest - but only under increasingly demanding conditions. Crowd funding is the public investing directly to the businesses - at all stages of their development. Crucially there is a huge range of projects and Crowd Funders. You could do worse than just read and then click some of the WiKi link below.

Crowd Funding and Business Loans

We could not find any Crowd Funding or Business Loans around your location. Please click below to see full results from Google.

Read current articles in MoneyWeek magazine.
HSBC

90 Eden St, Kingston Upon Thames KT1 1DJ, UK – 0345 740 4404

I totally not agree with the bad reviews. I am so happy to work with this brunch even it is not my brunch. They always helpfully and very kind . Thank you all the people who help me all the time i come but personally I love to say thank you so much Miss Subha, to have time for me and answered all my question and showed me to all the easy way they so lucky to have you helpfully and smile all the time . Thank you.

I was in kingston today and i l met Subha one minit after that i come the bank. She was very nice and open help me with everething.

Halifax

86, 88 Eden St, Kingston upon Thames KT1 1ED, UK – 020 8919 0660

Quick way of depositing money. No queue when i was there, just use your debit card and put in your cash. In return you get a slip confirming deposit. No forms to fill.

Nationwide

55 Eden St, Kingston upon Thames KT1 1BW, UK – 0800 554 0256

I went to this branch yesterday for some problems of my account. The staff are really so good and helpful. Especially the young lady named NATALIE was so much helpful to sort my problem out. She is really dedicating about her own duty and service. Thanks her for great service and all too.

Affordable parking at rear, easy access by public transport. Close to all amenities. Very friendly helpful staff.

Banks

Virgin Money

15-17 Castle St, Kingston upon Thames KT1 1ST, UK – 020 8549 4341

Small branch, nice and quite, friendly staff

Good customer service with personal touch. Friendly and helpful staff. Small branch.

HSBC

1 Victoria Rd, Surbiton KT6 4LF, UK – 0345 740 4404

Helpful and friendly staff. Nice mini branch.

speedy service

Metro Bank

64-66 Clarence St, Kingston upon Thames KT1 1NP, UK – 020 3402 7700

Good service thanks to Serge. I’ve been to this branch a few times not the best of service tbh but thankfully was met by serge on this day who came to my aid and also the concierge staff couldn’t be faulted even with the waiting time he checked up on me a few times to let me know I’m next in line .. Brilliant seRvice by serge also explains everything in details and also straight to the point a well articulated young man .. he’s confident and poise just brilliant ... multitasking skills also just magnificent ... Even though the last time I was there the lady was more interested in kicking me out the door even though I arrive 30 minutes before closing Without giving a full explanation to the problem I came in with ... But again thanks Serge for everything feeling like a confident metro bank customer again ..

Excellent customer service. I was served by Isabelle who was able to help me and provided a fast and friendly service.

Building Societies

Nationwide

63 Victoria Rd, Surbiton KT6 4NW, UK – 0800 554 0622

любезен персонал и бързо обслужване-винаги!

Skipton Building Society, Kingston

78/80 Clarence St, Kingston upon Thames KT1 1NN, UK – 020 8541 5389

Yorkshire Building Society

80 Eden St, Kingston upon Thames KT1 1DJ, UK – 020 8549 2582

Mortgage Brokers

Kingston Mortgage Services Ltd

136-138 Tolworth Broadway, Surbiton KT6 7JD, UK – 020 8255 8336

I have used Kingston Mortgages for over 15 years and would be happy to recommend them to anyone looking for professional Mortgage & Insurance services with an eye on customer service. The advice I have received has always been clear and hassle free and the recommended products highly competitive. I have also been impressed with their prompt responses to my many queries and questions during a recent complicated application. Thanks to Chris & his team for their great service.

Kingston Mortgage Services have gone above and beyond for me on numerous occasions. I originally bought 50% of a shared-ownership property, later stair-cased to full ownership, then a brief change to a buy-to-let mortgage whilst living abroad and finally back to a Residential mortgage. Through every step KMS were there to explain the process and deal with the lenders. I'm also a Freelance company owner which added extra complexity. KMS are highly recommended, I'm certain I wouldn't have been able to complete each step without them.

Your Mortgage Decisions

78-80 Portsmouth Rd, Surbiton KT6 5PT, UK – 0333 000 2099

Well what can I say apart from what an amazing service I have received from start to finish. Mark Collins has gone above and beyond and provided me with a great fixed 5 year rate and also all at a lower rate than my previous mortgage. I would highly recommend not only Your Mortgage Decisions but in particular Mark Collins. First class service.

Having shopped around for a new mortgage I felt that my old mortgage advisor was just not trying very hard, I gave these guys a call and I was so glad I did. Lee Smith came out to see me and took a note if everything I said and how I wanted to reduce my mortgage (don’t we all). He came back with a product and explained it really well, everything was easy and well explained. I would definitely recommend YMD but ask for Lee!

Maytree Mortgages

85 River Way, Epsom KT19 0HL, UK – 020 3623 8497

We would highly recommend Jules & Co! Such a professional, friendly and helpful Company. We can't thank Jules enough for all her help, hard work, regular updates and support. We wouldn't want to us anyone else in the future. Such a lovely lady too!

My wife and I used Maytree Mortgages in 2015, when we were selling our flat and purchasing a house. Jules and her team provided a warm, friendly, knowledgable service and made sure we knew all of our options, whilst offering the best solution to our specific needs. Since then, we've recommended Maytree Mortgages to a number of friends, who have all benefitted from their expertise. Highly recommended.

Mortgages

NatWest Bank

5 Market Place, Kingston upon Thames KT1 1JX, UK – 0345 788 8444

Good service. It is good to see the Branch Manager is out in the lobby dealing with basic customer queries

Suzan was exceptionally helpful, efficient, and knowledgeable. I opened my first UK current account with relative ease after many attempts with other bankers.

Chameleon Independent Mortgages Ltd

2-4 High St, Hampton Wick, Kingston upon Thames KT1 4DB, UK – 020 8973 3888

The Mortgage Store

54 Pembroke Ave, Surbiton KT5 8HW, UK – 020 8399 6834

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