Woking

Based in Woking, our Surrey office provides trusted financial advice to clients throughout the South East. The focus here is on building long-term relationships and delivering advice that adapts as your circumstances change.

We offer a complete financial planning service, alongside mortgage advice for clients. Our protection advice ensures that your income, lifestyle and family are financially secure, whatever the future may bring.

Andy Wilmot is the principal adviser. He has over 30 years of financial advisory experience and is on the Board of Openwork Holdings Limited.

Your property may be repossessed if you do not keep up repayments on your mortgage.

Meet the Woking office team

Andy Wilmot

Senior Wealth Manager

Graham Wight

Senior Financial Planning Consultant

Debbie Tipping

Head of Client Servicing

How to find us

By rail:

7 minute walk from Woking Station

By road:

From the M25 (Junction 11), follow signs for Woking via the A320 and A245 (approx. 10–15 minutes)

From the M3 (Junction 3), take the A322 towards Woking (approx. 15 minutes)

From the A3, follow signs towards Woking via the A320

Once in Woking town centre, follow signs for the station. Duke’s Court is on Duke Street, just a short distance from Woking Station

How can we help?

We’re here to help you align your needs, values and goals with your finances, giving you peace of mind knowing that you’re on track to achieve financial independence