Friendly Wealth Management (Surrey)

Founded in 2019, Friendly Wealth Management is a firm of independent financial advisers located in Farnham, Surrey. The company's mission is to provide clear, friendly, and jargon-free financial planning services to individuals and families. They focus on building long-term relationships with clients, offering tailored advice across key areas including pension planning, retirement strategies, investment management, mortgages, and financial protection. As an appointed representative of The Openwork Partnership, they are authorized and regulated by the Financial Conduct Authority (FCA).