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resolve financial solutions

investing for a brighter future

Chartered Independent Financial Planners

Your path to financial wellbeing

Our experienced team of financial advisers in Surrey offer innovative, unbiased, independent financial advice and tailored solutions to ensure your financial wellbeing.

We cut through the complexity of investments, pensions, mortgages and insurances. Our ambition is to help you become financially organised, understand the choices you have and make good financial decisions that are aligned to your values. We help drive positive change in your financial plans through our imaginative and ambitious approach.

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

Resolve are committed to making a positive impact on our clients, our local communities, the environment and wider society.

mortgages

protection

investments

retirement

will writing

credit check

Choose us

Expertise

Our dedicated team has a wealth of experience and expertise in the Investment and Mortgage advice market.

Specialists

Offering responsible and sustainable investments that have a positive impact and are rewarding and engaging.

Security

Using leading technology; giving you convenient access to all your finances in one place and ensuring secure protection of your information.

No bias

Our independence guarantees that we look at the whole market when it comes to recommending solutions.

Peace of mind

We are part of the larger Sense Network providing you with added peace of mind that someone is checking the advice we give.

Transparency

We are open and upfront about any costs and charges.

Chartered status

Our Chartered title is a public declaration of our commitment to professional standards. 

Our aim is to help you to feel empowered, informed and confident about your financial wellbeing.

We had a wonderful experience with Suzanne, she explained every step of the way to us, which was useful as we were first time buyers. She kept on to of all stakeholders within the sale, and advised us on actions to take. Could not recommend Resolve Financial Solutions, in particular Suzanne, enough!

Ms S

West Sussex

Jack was very informative and helped explain things each step of the way, with both the mortgage and pensions respectively! He was helping us every hour of the day via WhatsApp, Skype, phone and email to help us get our mortgage and deal with our horrible solicitors. I wouldn’t go anywhere else for financial advice!

Ms T

Surrey

Chris is simply brilliant. He makes the whole process simple and as stress-free as possible. He builds trust which is vital in a process of their nature. I trust him to give me the right advice and information. I'll most definitely work with Chris again in the future. I highly recommend him to anyone seeking financial assistance.

Mr L

West Sussex

I've been using Suzanne Bungard at Resolve Financial Solutions for all my mortgage and re-mortgage applications since 2011 and I have no intention of ever going anywhere else. She is the best and I have 100% confidence in her and the financial products she recommends.

Mr D

Hove

I am very happy to have Stuart at Resolve Financial Solutions handling my finances moving forward to retirement. He has been generous with time and full information and tailored investment to my preferences, in following an Eco route, as much as possible.

Mrs H

London

Overall, we were very pleased with the service. Iain was very approachable and made himself available whenever we needed advice or support. This was particularly helpful in the context of Covid-19. It appears unlikely that we would have been able to get the deal we did without Resolve's brokerage. And we are very happy in our new home thank you!

Mrs P

Bedford

Good mortgage advice, Iain got our first-time buyer mortgage sorted. All good with life insurance for my wife and very helpful as we try to sort mine which is a bit more complex. Would recommend and will use again for sure.

Mr G

Weybridge

Chris was helpful, informative and quick to respond to queries. The whole process was quick, easy and painless and I'd happily recommend him to others.

Mr H

London

I contacted Resolve Financial Solutions because I needed pointing in the right direction, for the goals I wanted to reach. Jack laid out a plan for me ,and explained everything I needed to know, he made it easy to follow!

Mr A

London

We are really happy with the service we received from Chris, and our new mortgage is perfect for us. We would definitely use Resolve Financial Solutions again.

Mrs S

West Sussex

He reviewed our current financial situation as well as discussing our future plans. In particular, thinking about our future plans helped us to work towards the right mortgage for us - particularly around the term. He understood our future goals and explained why some mortgages may work better than others. He researched the best mortgage deal for us, taking a number of factors into account. He was always easy to get hold of and actioned things quickly.

Mr & Mrs G

South West London

Stuart was fantastic throughout the process. I would happily recommend and use him again.

Mr & Mrs P

Esher

Suzanne and Tracey looked after me very well. Excellent communication and efficiency. Very impressed. Thank you.

Mr B

Brighton

Working with Stuart was an absolute pleasure. He made what is normally a very stressful and confusing process, extremely clear, easy and enjoyable! He took the time to understand our financial situation and offer the best solution, he was efficient and professional at all times. I recommend him to anyone who is looking for financial advice and I will always use him going forward!

Mrs H

London

The service we received by Iain was absolutely fantastic. He made us feel very comfortable in a situation that is very alien to us as moving home doesn't happen too often. I would strongly recommend anyone to use Iain and in fact I have already passed over his details to a friend for when they move next year. Thank you so much for your help Iain and I wish you all the best for the future.

Mr H

Croydon

We have set up our wills with Beyond. It's a super easy process. Our situation obviously required some additional information though, so I just dropped them a message on the online chat and someone called me within ten minutes and answered all of my questions.

Mrs R

London

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