INDEPENDENT FINANCIAL ADVICE DURING LIFE'S JOURNEY

FINANCIAL SOLUTIONS TO MEET YOUR NEEDS

Everyone’s life has a different trajectory and your goals, priorities and needs will be unique. Wherever you are in life’s journey, our team of experienced financial advisers; based in Weybridge, Surrey; can work with you to evaluate your current position, understand and prioritise your needs and help you chart a course towards your desired destination.

We offer expert and independent financial advice in all areas of financial planning including investments and pensions, residential and company mortgages and personal and company insurance, either as an integrated financial plan or on a stand-alone basis.

Above all, we aim to give you security, peace of mind and a sense of direction.

Please click on the images below to see how we can help YOU.

FINANCIAL PLANNING & wealth management

personal insurance

residential finance & mortgages

later life planning

company pension & insurance

commercial finance & mortgages

charities & trusts

esg - being responsible

EXCELLENT
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Based on 42 reviews
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Samuel Constantine-Bolton profile picture
Samuel Constantine-Bolton
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Consistently excellent service, results and experience from Ali @ Accumulus. He's arranged a mortgage and then re-mortgage for us and on both occasions has secured excellent rates with the minimum of fuss and the maximum of patience, despite our constant questions. Nothing but praise for him & Accumulus
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Flora Shadbolt profile picture
Flora Shadbolt
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As a first-time buyer I can’t recommend Accumulus Consulting highly enough. Ali was my mortgage broker and was absolutely fantastic from start to finish. He took me through the process step-by-step - always happy to answer any questions I had and clarify each stage. He was incredibly patient with me and made the process feel stress-free. Hugely grateful to Ali and the whole Accumulus Consulting team!
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Henrietta Bull profile picture
Henrietta Bull
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Had a really informative session with Geoff, he was very knowledgable and took the time to answer all my questions across a wide range of topics, giving tailored advice based on my financial position and goals. Highly recommend!
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David Gluckstein profile picture
David Gluckstein
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Ali was a fantastic help and support throughout the mortgage application process. He was always happy to answer any questions myself or my partner had and guide us through each stage to find the best product that suited our needs. We would wholeheartedly recommend him and Accumulus for anyone looking to secure a mortgage.
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Sonali Sanghvi profile picture
Sonali Sanghvi
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Ian, Shu & Louise have been a fantastic team supporting us with a new mortgage and previous remortgages - always responsive, patient with our questions and providing helpful advice even with changing circumstances. Feel like we're in safe hands and would recommend their services!
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bradley reid profile picture
bradley reid
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Ali and Amiee was amazing helping us get our re mortgage sorted. We would highly recommend and will be using again! Thank you both
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Adam D'Souza profile picture
Adam D'Souza
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I first worked with Ali Akhtar at Accumulus before buying my first house. Ali was incredibly generous with his time and expertise, walking me through the whole mortgage process clearly and efficiently. Since then we have worked together for six years now. For example, Ali recently pro-actively got in touch about my impending fixed rate period ending, and worked into the night submitting paperwork to update my mortgage deal so I would not be hit by interest rate increases. His holistic understanding of investments AND mortgages allows him to give super clear and usable advice; he takes time to understand each client’s individual wealth goals and how money fits into the bigger picture of life. Would 100% recommend.
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Zoe Tribe profile picture
Zoe Tribe
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Geoff O'Shea recently reviewed some existing financial products my partner and I had held for a number of years. Geoff took the time to fully understand our current circumstances and future requirements, he then found a good value solution to our new financial planning need. Additionally Geoff helped us understand that one of our existing products was already perfect for us and did not need replacing - truly good honest advice. The whole Accumulus Consulting team are friendly, professional and super efficient and I would, without hesitation, recommend Accumulus Consulting to anyone who needs financial planning advice.
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Charlotte Lucey profile picture
Charlotte Lucey
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We had been working with Ali for a few years prior to us finally taking the plunge and deciding to buy. Over this time, Ali kept in touch and was always more than happy to reassess our finances and ever-changing work situation, keeping us feeling well-informed as to our affordability at all times. Whenever we encountered any hiccups, Ali was full of wonderful advice - we only wish everybody we worked with during the house-buying process was as helpful as him! As for Accumulus Consulting Limited, we found their rates to be more than reasonable for the amazing service provided. Thank you so, so much for making our experience relatively stress-free! Charlotte. L and Stephen. B.
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Sonsoles Vela Romera profile picture
Sonsoles Vela Romera
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Immediately felt understood and connected. Very professional and human advise where trust is key. Highly recommend
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