Wealth planning services in Surrey & the South East

Professional wealth planning support across Surrey and the South East through trusted associates

Wealth management in Surrey and the South East

At David Howard, we understand the importance of making informed decisions about your financial future, retirement and investments. We work closely with trusted partners to make sure you receive the expert support you need.

Whether you are planning for retirement, protecting your family’s future, or looking to build your wealth, it's essential to get professional advice tailored to your personal financial goals.

Together with our trusted partners, we help you to to build long-term strategies around investment planning, retirement, inheritance tax and family wealth. We work alongside your financial planner to align your wider tax and accountancy affairs, giving you joined-up advice that supports your goals.

Wealth management services we offer with our trusted associates:

Estate and succession planning
Wealth management and tax planning strategies
High net worth wealth management support
Family financial planning and intergenerational wealth planning
Investment planning and portfolio management
Retirement planning and pension advice

A practical joined up approach

Financial planning works best when every part of your finances connects properly. Our approach brings your accountant and financial planning adviser together, helping you manage tax, investments, business interests and long-term financial goals with greater clarity.

Our associates take time to understand your objectives, financial position and future plans before recommending a strategy tailored to your circumstances. We continue working alongside your adviser as your finances evolve, helping your plans stay aligned over time.

An invaluable partner by your side

There is always someone experienced available and I would recommend them 100%

Amira Yehia Director

Our accounts in safe hands

We get on with our business, knowing that our accounts and book-keeping are in very safe hands

Helen Francis Director

Helpful, friendly and jargon free

They are helpful, friendly and jargon free. We have much better control of the business

Trish Carver Director

Initial consultation

We introduce you to our trusted wealth planning associates to discuss your needs, objectives and long-term financial goals.

Expert planning

Your financial planning adviser prepares a comprehensive financial plan tailored to your circumstances, priorities and future plans.

Coordinated advice

Your accountant and financial planning adviser work together to make sure your wealth management and tax planning strategy stays aligned.

Ongoing support

Regular reviews help your financial plan adapt as your circumstances, priorities and long-term goals change.

Why choose David Howard?

Managing wealth requires joined-up advice across tax, financial planning and long-term business goals. We work closely with trusted associates to make sure your wealth management strategy aligns with your wider financial and tax planning affairs.

Clear communication between your accountant and financial planner keeps your advice aligned across investments, retirement and succession planning. Since 1973, David Howard has supported businesses and individuals across Surrey and the South East with responsive support and direct access to experienced advisers.

Book a free consultation

Book a free consultation to get clear, practical advice tailored to your situation. We support businesses across Surrey and the South East, including Weybridge, Guildford, Woking and Kingston.

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Trusted since 1973

Over 50 years experience

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Wealth planning services

Wealth management in Surrey and the South East

Wealth management services we offer with our trusted associates:

A practical joined up approach