Our financial advisers in Godalming work with individuals, families and business owners across Surrey and the surrounding areas, helping them make confident financial decisions at every stage of life. Whether you are planning for retirement, growing and protecting your wealth, or preparing to pass it on to future generations, we are here to provide clear, personalised advice.
We believe financial planning starts with understanding what matters most to you. We take the time to listen to your goals, aspirations and concerns, building a long-term plan designed around your individual circumstances. As life changes, we will help you adapt your plans so they continue to support the future you want to achieve.
Our Godalming team combines local knowledge with the wider resources and expertise of Lync, giving clients access to comprehensive financial planning, investment management, retirement planning, inheritance tax planning and wealth management services. We are committed to building lasting relationships and helping our clients feel confident about their financial future.
Whether you are looking to plan for retirement, grow your wealth, protect your family or make the most of your financial opportunities, our Godalming team continues to provide personalised guidance and long-term support. We offer a broad range of financial planning and wealth management services, backed by the expertise and resources of Lync Wealth Management.
Find the right service for you below.
Administrator
Office Manager
Nathan
Stuart
Andy
Linda
Richard
Poncho
If you are arriving by car, there are several public car parks within a short walk of the office.
Crown Court Car Park is one of the closest public car parks and is approximately a 3-minute walk from our office. Alternative parking is available at The Burys Car Park and South Street Car Park, both located within Godalming town centre. Please check local signage and payment requirements on arrival. Godalming is easily accessible from the A3, with convenient links to Guildford, London and the South Coast.
Nearby parking:
Crown Court Car Park, Crown Court, Godalming GU7 1DY
The Burys Car Park, The Burys, Godalming GU7 1HR
South Street Car Park, South Street, Godalming GU7 1AQ
If you are arriving by train, Godalming Railway Station is approximately a 5-minute walk from the office. The station is served by South Western Railway services, with regular direct trains to and from London Waterloo, Guildford and Portsmouth. Please refer to the map for walking directions.
If you are arriving by bus, the nearest bus stops are Pepperpot and Bridge Street, both within a 1-2 minute walk of the office. Local services including routes 70, 71 and 72 connect Godalming with Guildford, Midhurst, Haslemere and surrounding areas.
Taxis are available from outside Godalming Railway Station. If you would prefer to book a taxi in advance, local providers include:
Godalming Cars: 01483 666 999
Godalming Taxis: 01483 222 111
Our office is located within a building that has lift access, providing step-free access to our floor. If you have any specific accessibility needs prior to your visit, please let us know and we will be happy to help make suitable arrangements.
Ready to take the next step towards your financial goals? Our experienced financial advisers are here to provide clear, personalised guidance and support.
Get in touch today and a member of the team will be delighted to help.
Wealth management is about helping you make informed financial decisions with confidence. It combines personalised planning, clear advice and ongoing reviews to help ensure your money continues to support your goals over time.
Wealth management covers everything from day‑to‑day financial essentials to longer‑term and more complex planning – all joined up around your life, and your business if you have one.
It can include:
For business owners, it can also support:
In short, wealth management helps bring clarity, structure and confidence to your finances as your needs evolve.
People who want expert support in making the most of their finances. It can be especially valuable when life becomes more complex, and you want a clearer plan.
Yes – retirement planning is one of the areas where wealth management can be especially valuable. Lync supports clients with retirement planning, income strategies, tax-efficient withdrawals and ongoing reviews.
Choose someone who understands your priorities, communicates clearly and offers advice that feels genuinely tailored to you. The right relationship should leave you feeling informed, supported and confident.
Lync combines local relationships with the support of a national organisation. That means you can benefit from personal advice alongside the wider strength, consistency and support of a UK-wide adviser community.
Many people turn to a wealth manager when their financial life becomes more complex or when they want greater confidence in their long-term planning. Often, the right time is simply when you want clearer direction and more joined-up advice.
But you might consider a wealth manager when:
Wealth managers aren’t just for the ultra‑rich, but they do usually make sense when you have:
