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

Ali is personable to work with, and always has my best financial interests in mind. Provided an impeccable service, best mortgage rates over the years. I highly recommend him and his company for any financial needs that a person may have.

NM 2022

Would not hesitate to recommend. Faultless expertise with a human touch. Ali and the Accumulus team's mortgage advice showed an enormous breadth of market knowledge and they took great care in building a personal understanding of my needs in order to match me with the best financial products. Could not have been in safer hands.

GH 2022

Close to 20yrs with Accumulus and in all that time only known them to grow & get better. Excellent service & results.

KB 2020

As someone who has always felt intimidated by financial planning, I really appreciate Ali's friendly and supportive approach. His patience and thoroughness is very reassuring and I now feel that I have taken control of my financial circumstances, with clear plans for the short, medium and long term. I feel really looked after by Ali and his colleagues at Accumulus. I hope I will be working with them for many years to come!

JW 2021

We were ready for retirement a couple of years before NRA, but unsure whether we could afford to; we found the world of pensions daunting and confusing. So glad, were we, to have Accumulus recommended to us, as Geoff has patiently guided us through our quagmire with practical and understandable advice. Thank you, Geoff.

PC 2021

We've always had marvellous service from Geoff and his Team. They've always gone out of their way to ensure we've had the correct financial advice. We have always been 100% satisfied with their service. Highly recommend.

MD 2021

I have used Accumulus, on several occasions and their expert advice and willingness to go that extra mile (excuse the cliche', but it is appropriate) are second to none. Thank you for your professionalism and for helping me understand my finances in a clear, concise and straightforward manner. I would 100% recommend Accumulus.

BM 2021

If you need good advice and peace of mind with no charges for unnecessary work I would recommend Geoff O'Shea any day of the week. Couldn't recommend highly enough.

KH 2021

Ian, just wanted to send you a thank you email. Tomorrow I pick up my keys. What a journey. You made this stage of the process so easy and I'm really grateful. I've already recommended you to two colleagues.

SB 2021

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