Independent
financial advice for
every life stage

Whether you’re investing, planning, protecting, or preparing for the future, we help you move forward with clarity and confidence.

Straightforward, trusted guidance for the moments that matter most

At Price Ferguson, we adopt a personal approach to financial planning. That involves understanding your life, not just your balance sheet. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’ll help you take control with clear, independent advice.

We support individuals, families, and business owners across Surrey and the South East. Our service is consistently personalised, transparent, and designed to grow with you.

How we support your goals

Take control of your long-term goals with structured financial planning. Whether you’re investing for growth, preparing for retirement or building wealth for future generations, we’ll help you create a plan that works now and adjusts over time.

 

Secure the people and things you care about most. From income protection to life and health cover, we provide personalised protection strategies to help you feel more secure today and prepared for tomorrow.


Make informed decisions about your lifestyle, care, and finances as you age. We’ll support you with retirement planning, equity release advice, and later life guidance designed to maintain both comfort and independence.


Life doesn’t always go to plan. Whether you’re dealing with divorce, business succession, or family transitions, we provide clear advice and calm support to help you make confident choices in uncertain times.

 

Why choose Price Ferguson

Advice you can trust
We’re more than a financial advice firm; we’re long-term partners in your journey.
Independent and client-first
Just advice in your best interests.
Joined-up, holistic support
Our team works across disciplines to build strategies that connect every area of your finances.
Built on relationships
We take the time to understand your goals, values, and story, and we stay with you for the long term.

Client stories

Real stories. Lasting progress.

Insights and guidance

Stay informed. Make confident decisions.

Our financial resources area has been designed to provide our clients with access to our personal finance magazines and financial guides, which are full of informative and relevant financial news.

Our offices

Local advice, personal service

At Price Ferguson, we believe meaningful advice starts with strong relationships, and that often means being local. With offices across Surrey and the South East, our team is ready to meet with you in person, online, or wherever suits you best. Whether you’re planning ahead, navigating change, or seeking clarity around a key financial decision, you’ll find expert support and a warm welcome at every one of our locations.
Guildford
Our Guildford office is where Price Ferguson began. In the heart of Guildford, our team supports individuals, couples and business owners with joined-up advice, from wealth planning to life cover and tax efficiency.
Our Farnham office, centrally located and easily accessible, serves as a trusted hub for clients seeking tailored investment and retirement planning.
Serving the wider Elmbridge area, our Esher office offers comprehensive financial guidance for clients at every stage of life.
With a strong connection to local communities, our Surrey Hills office focuses on family wealth, legacy planning, and bespoke private client services.

Prefer to meet remotely?

We’re happy to work around your needs. Whether by phone, video, or in person, we’ll tailor the experience to suit you.

Financial News

Financial News
Dan Dobbe

Why prioritising could be the secret to reaching your financial goals

In the busyness of everyday life, when you may be juggling work, family, and other responsibilities, finding the time and energy to sit down and think about your finances can be difficult. Or perhaps you find this task daunting and overwhelming, so you push it to the bottom of your to-do list. If so, you’re not alone. A Scottish Friendly (11 August 2026) survey found that 18% of UK adults

Read More »
Financial News
Dan Dobbe

Investment market update: September 2026

In September 2026, markets experienced some volatility due to conflict in the Middle East and the impact it had on energy prices. Discover other factors that may have affected the performance of your portfolio.  Markets got off to a weak start on 1 September. A global government bond sell-off, caused by concerns about inflation and government debt, led to markets falling. Among the indices affected by the dip were London’s

Read More »
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Jackie Rogers profile picture
Jackie Rogers
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I have been with Price Ferguson for quite a while. Jo Scott has been my personal advisor for the whole time. I am very happy with the help and advice she has given me with my Pension, retirement and investments. She has been honest, professional and very approachable. Would highly recommend.
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Tracey Hand profile picture
Tracey Hand
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I’ve had some really useful advice on my upcoming retirement and how to best prepare for this, taking into consideration my pensions, investments and ISAs. I have also received helpful information about how to plan for inheritance tax.
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Dominic Pollock profile picture
Dominic Pollock
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Communications are excellent and Ben keeps us regularly updated without prompting
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Neil & Katrina Marshall profile picture
Neil & Katrina Marshall
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We have beeb working with Jo on our pensions and investments for many years. She is knowledgeable, professional and helpful. Beyond that, she has a positive and friendly approach which we greatly value.
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Adam Marchington profile picture
Adam Marchington
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Price Ferguson have acted as FCA for us for going on 20 years and we value their expertise and tailored advice. We have very reassuring meetings with Jo Scott, to discuss current issues and future planning, parting with clear understanding and objectives.
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Andrew King profile picture
Andrew King
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Price Ferguson have advised me for a number of years on financial matters. This has included shorter term considerations such as investments and ISAs, as well as looking ahead to retirement and pension provision. Tax Planning has always been kept in mind with all conversations. It seems as if Inheritance Tax is now on the agenda as I get older and plans come to maturity. Their approach has always been professional and friendly, underpinned by expert knowledge and experience. I would definitely recommend getting in touch if you want confidence in your finances.
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Jon Cook profile picture
Jon Cook
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My wide and I have been a client with Price Ferguson for over 20 years. Jo Scott has always been our point of contact and she has been fantastic, and we have always received excellent services and advice regarding managing our pensions and savings, and also providing estate planning advice. We would highly recommend Price Ferguson as an independent financial advisor.
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Caroline Chapman profile picture
Caroline Chapman
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Greg has been invaluable in our investment planning journey. He has helped us with pensions in preparation for retirement. We have also talked about tax planning, inheritance tax, ISAs and other investments.
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Mickey Seward profile picture
Mickey Seward
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Really helpful meeting today to discuss pension plan. Thanks Peter
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Fiona Rochez-Maggs profile picture
Fiona Rochez-Maggs
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I can highly recommended Price Ferguson for comprehensive, impartial financial advice. No pressure, no obligation, I have always received excellent guidance, which gives me a clearer understanding on how to use my finances to the best advantage.