Financial Advisor in Weybridge Specialising in Family Protection

Resolve Financial Solutions, based in Weybridge in Surrey, is a staff owned, chartered, independent financial planning firm. Our firm was established with a clear vision. We want to help families become financially organised, understand the choices they have, and make good financial decisions that are aligned to their values.

We strive to make a positive impact on clients, our local communities, the environment, and wider society. Within this context, we offer unbiased, independent financial planning with tailored solutions to ensure your Financial Wellbeing.

Family is central to us. We therefore aim to leverage the strength of the entire practice for the benefit of its current clients, their families, and future generations.

We are committed to supporting positive outcomes for families in both the short and very long-term.

In an increasingly challenging economic environment with greater divides between older & younger generations, it has become imperative to support families in working together to create and retain wealth.

Resolve is our family and it defines our culture. We want you to feel confident that, you are dealing with a firm where you will be listened to, respected and understood. We will always seek to do the right thing for our clients and staff.

Money may not make us happy but it can provide financial security and opportunities. A Harvard study on happiness highlights that the largest contributor to our wellbeing is the quality of our social relationships.

We believe that your financial wellbeing comes from how you use your money to support you and your family. Our role is to mentor our clients and families to understand their motivations, goals and objectives in relation to financial matters.

By understanding what makes you happy, we can understand, only then, what you actually want from your money.

Our Services

Financial Planning

Pre-Retirement

Ensuring you efficiently build funds to support retiring at an age you want with an income you desire.

Post-Retirement

Ensuring efficient management of income drawdown to enjoy retirement to the fullest.

Lifetime Cashflow Modelling

We provide you with illustrative graphs showing you what the future may look like, based on spending, risk profiles, existing plans, downsizing and gifts.

Legacy Planning

Helping you preserve or transfer money for future generations.

Buying Your Home

Our mortgage service is designed to support you in realising your dream of sustainable property ownership from start to finish. By exploring your preferences, needs and goals our advice will be tailored to you and we will manage the application process through to completion providing ongoing support throughout the lifetime of your mortgage.

Protection

Our team will listen to your individual requirements and understand your lifestyle before researching the best insurance solutions and financial protection products available for you and your family’s future wellbeing.

Our team of financial advisers and mortgage brokers cover the areas of Weybridge, Chertsey, Addlestone, Walton-on-Thames, Esher, Cobham, Kingston-Upon-Thames, Ascot and beyond.

If you would like to speak to one of our advisers, then please get in touch. We usually have an introduction call, approximately 20 minutes long to give us the opportunity to find out your initial objectives and then we schedule in a discovery meeting. During the discovery meeting, we help you identify what’s important to you and your family. Your motivations and objectives in life. It’s about taking time to get to know each other and most importantly, you need to feel you can trust us and be confident that our values align with yours. There is no cost for either of these meetings.

If this is something of interest to you then please give us a call on 01932 943028 or email info@resolvefs.co.uk

• Insurance & protection
• Pensions & retirement
• Mortgages
• Financial planning
• Investments
• Savings
• Tax & trust planning