Business Details
Your Trusted Financial Advisers in Guildford
Established in 1982, Anglo Financial Services has built a reputation as a trusted provider of comprehensive financial planning services. Our team of experienced professionals specialises in pension planning, mortgage advice, investment management, and protection solutions tailored to individual client needs. We prioritise client-centric service, combining in-depth market knowledge with a commitment to regulatory compliance. Our advisors hold relevant industry qualifications and maintain ongoing professional development to ensure clients receive up-to-date, expert guidance.We operate transparently, clearly explaining fees and risks associated with financial products, and welcome client feedback to continually improve our services. Our regulatory authorisation by the Financial Conduct Authority demonstrates our adherence to rigorous industry standards.
Services
Pension Planning
Mortgage Advice
Investment Advice
Life Insurance
Income Protection
Equity Release
Estate Planning
Corporate Finance
Protection Planning
Retirement Solutions
Highlights and features
- We offer 40+ years of combined experience in financial planning
- Our advisors are regulated by the Financial Conduct Authority
- We provide tailored solutions for individual client circumstances
- Transparent fee structure with clear service cost breakdowns
- We maintain ongoing professional development for regulatory compliance
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
Our pension planning service helps clients prepare for retirement by creating tailored strategies that consider individual financial goals and risk tolerance. We analyse current pension arrangements, recommend appropriate investment vehicles, and ensure compliance with changing tax regulations. Our advisors provide ongoing portfolio reviews to maintain alignment with clients' evolving needs and market conditions.
Mortgage Advice
We offer comprehensive mortgage advice covering all types of residential and buy-to-let mortgages. Our service includes detailed affordability assessments, interest rate comparisons, and recommendations for the most suitable mortgage products. We assist clients throughout the entire mortgage process from initial research to final completion, ensuring transparent fee structures and regulatory compliance.
Investment Advice
Our investment advisory service provides clients with tailored portfolio solutions based on their financial objectives and risk profiles. We offer access to a wide range of investment platforms and funds, with ongoing monitoring and performance reviews. The service includes regular market updates and strategic adjustments to optimise returns while maintaining appropriate risk levels.
Life Insurance
We provide comprehensive life insurance solutions to protect clients' financial commitments and family needs. Our service includes policy reviews, coverage recommendations, and assistance with claims processes. We work with multiple insurers to find suitable protection plans that offer appropriate coverage at competitive premiums while maintaining policy flexibility.
Income Protection
Our income protection service helps clients safeguard against financial hardship from illness or disability. We assess individual needs to recommend appropriate coverage levels and policy terms. The service includes policy comparisons, claims assistance, and regular reviews to ensure ongoing suitability as clients' circumstances change over time.
People
Ray Jenkins
Director/IFA
Ray Jenkins is a qualified Independent Financial Adviser with extensive experience in mortgage and investment solutions. He leads client advisory services at Anglo Financial Services, ensuring high standards of professional conduct and regulatory compliance across all financial planning activities.
Susan Daniels
IFA & Mortgage Specialist
Susan Daniels specialises in mortgage advice and protection planning, bringing over 15 years of industry experience. She focuses on helping clients find suitable mortgage solutions while maintaining a strong emphasis on regulatory compliance and client education.
Fiona Chambers
Office Manager & Client Service
Fiona Chambers oversees client service operations and administrative functions. With a background in financial services administration, she ensures efficient client communication and supports advisors in delivering timely, professional service to all clients.
Debbie Hemingway
New Business
Debbie Hemingway manages new business development and client onboarding processes. She works closely with advisors to facilitate smooth client introductions to the company's financial planning services, maintaining high standards of professional conduct and service delivery.
Louise Duffield
Compliance, Marketing & Advertising
Louise Duffield oversees regulatory compliance and marketing activities. She ensures all business operations meet Financial Conduct Authority requirements while developing client-focused marketing materials that accurately represent the company's services and values.
Questions
What financial services do you specialise in?
We specialise in pension planning, mortgage advice, investment management, life insurance, income protection, equity release, and estate planning solutions tailored to individual client needs.
Are your financial advisors regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring all our advisors meet strict professional standards and compliance requirements.
How do you charge for mortgage advice?
Our mortgage advice fees are £150 for initial research and £350 upon receipt of a mortgage offer, with all costs clearly explained before starting any advisory work.
Can I review my investments online?
Yes, we provide access to multiple investment platforms including Quilter, Fidelity, and Hargreaves Lansdown, allowing clients to monitor their portfolios securely online.
Do you offer pension reviews?
Yes, we provide comprehensive pension reviews to assess current arrangements, identify gaps, and recommend improvements to help clients achieve their retirement goals.
