Our Partners

As your trusted financial confidant we only refer clients to selected professional service partners

Legal Services

BakerLaw Solicitors is a law firm in Farnham, proud of its close links to the local community.

We operate in a modern environment and bring a fresh, energetic approach to the law. Our goal is to bring the quality and technical expertise you might expect from City solicitors to businesses and individuals in need of a solicitor in Farnham and the surrounding areas

Accountancy & Tax Services

We are chartered accountants and business advisers who offer exceptional professional expertise with an approach that is personal and friendly. Clients tell us they value our consultancy and advisory services which aid the development of their businesses. Our whole ethos is 'what is good for the client?'

Our clients range from local sole traders to nationwide blue chip corporations, across private and public sectors. However large or small, we show them all the same dedicated service and attention to detail. Such diversity has given us the breadth of experience to handle whatever is thrown at us, with a versatility that sets us apart.

Mortgage Advice

The Surrey Mortgage Broker is a Farnham-based provider of Independent Mortgage Advice, run by  Richard Bousfield.  Specialising in all types of mortgages they can help guide you smoothly through the mortgage process.

Richard prides himself on his plain speaking, simple, jargon free advice through the process.


Foreign Currency Exchange

As a leading currency broker, TorFX connect clients with ultra-competitive exchange rates and a uniquely dedicated international money transfer service. Both personal and business clients can benefit from fast, free transfers and an individual approach to account management.

Independent Health Insurance

Phil Knight is an independent medical insurance consultant who has worked in the private medical insurance sector since 1994 for a number of major health insurers.

He has been our chosen strategic partner for 4 years and specializes in helping individuals and companies find the right private medical insurance plans for themselves, their family or business.

The advice Phil offers is transparent and straightforward, and as an independent he can review the whole of market to establish the most suitable cover for our clients at the most competitive rates.

Private Insurance

Symmetry is a new style of insurance broker. They specialise in the personal insurance needs of those with a little more to protect.

We have worked closely with Chris Tully for 8 years, and he has always provided our HNW clients with a 1st class service.

Clients may have multiple homes in different countries, vintage cars, or art / jewellery collections. Irrespective, the initial assessment and presentation of risks, coupled with a prompt claims service based on replacement costs, ensures clients are properly covered but only paying for they need.