Financial advisers in Cobham
Glorious autumn colours in Surrey gardens, Cobham
Our Chartered financial planners work local businesses and residents in and around Cobham. They are passionate about helping people, just like you, manage their money more effectively.
Part of the Elmbridge district of Surrey, Cobham is a well-known commuter town founded in the 12th century and referenced in Domesday Book. The Church Cobham Conservation Area was designated in 1973 and includes fourteen listed buildings, perhaps most notably Church Stile House which dates from the early 17th century.
Amber River has a highly qualified team of independent financial advisers in Cobham. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.
They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.
We go beyond financial advice. This is Life Landscaping®
Our Cobham Financial Advisers
Here are some of the faces and stories behind our financial advisers serving Cobham
Financial advice we offer
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
Retirement planning
When work stops, life continues. With careful planning, we can make sure you enjoy a fulfilling retirement
Business owners
Whatever stage your business is at, we'll help provide a future-proof financial framework
Financial advice
We take a look at some of the negative behaviours that lead people to make poor financial decisions, and how…
Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to…
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for…
No-fault divorce comes into effect from April 2022. We take a look at the financial considerations of a…
The best time to start an investment portfolio is right now - the sooner you begin, the easier it will be to…
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we…
If you plan to leave a significant inheritance to your children, make sure they have the know-how to manage…
An increasing number of us are primarily guided by our conscience when it comes to money and we're choosing…
Waiting lists are longer than ever, exacerbated by the challenges of the pandemic, it may be worth…
What our clients say
BR Wombourne
We’ve been using Mark and his team for many years and are so impressed with their caring professional service. We fully entrust our risk management and retirement planning with them. It is a comfort to know that our investments are in good hands.
We’ve been using Mark and his team for many years and are so impressed with their caring professional service. We fully entrust our risk management and retirement planning with them. It is a comfort to know that our investments are in good hands. BR Wombourne
IL Kidderminster
Mark and his financial planning team have been advising me for many years. I’m delighted with the service they provide and I can highly recommend them.
Mark and his financial planning team have been advising me for many years. I’m delighted with the service they provide and I can highly recommend them. IL Kidderminster
CC Evesham
Mark has been our Financial adviser for 16 years, and during this time, Mark and his team have acted in a thoroughly professional yet friendly manner. We trust him implicitly and have seen our investments prosper. We would recommend Unity, wholeheartedly, to anyone needing financial assistance and advice.
Mark has been our Financial adviser for 16 years, and during this time, Mark and his team have acted in a thoroughly professional yet friendly manner. We trust him implicitly and have seen our investments prosper. We would recommend Unity, wholeheartedly, to anyone needing financial assistance and advice.CC Evesham
RB Redditch
I needed some help with retirement planning and found Mark and his team to be reliable and friendly to deal with. I received sound and practical advice which has given me peace of mind with my retirement saving.
I needed some help with retirement planning and found Mark and his team to be reliable and friendly to deal with. I received sound and practical advice which has given me peace of mind with my retirement saving.RB Redditch
Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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