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
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
Guildford
Farnham
Esher
Surrey Hills
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

Downsizing in Guildford: A financial and lifestyle guide
Making the move with clarity, confidence, and long-term perspective For many homeowners in Guildford, downsizing is not about compromise. It is about choice. After years of building a home and a life locally, priorities often shift. Space that once felt essential can begin to feel burdensome, while flexibility, convenience, and lifestyle freedom take centre stage. Downsizing in Guildford brings a distinct set of considerations. Property values are high, demand is

The financial guide to a fulfilling retirement lifestyle: Downsizing, travel and more
Blending financial security with lifestyle fulfilment under Price Ferguson’s guidance Retirement is no longer defined by a single moment or a single lifestyle. For many people, it marks the beginning of a more flexible phase of life, shaped by choice rather than routine. Decisions about where to live, how to spend time, and what experiences to prioritise become just as important as financial security itself. At Price Ferguson, retirement planning
EXCELLENT Based on 26 reviews Posted on Dominic PollockTrustindex verifies that the original source of the review is Google. Communications are excellent and Ben keeps us regularly updated without promptingPosted on Neil & Katrina MarshallTrustindex verifies that the original source of the review is Google. 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.Posted on Adam MarchingtonTrustindex verifies that the original source of the review is Google. 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.Posted on Andrew KingTrustindex verifies that the original source of the review is Google. 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.Posted on Jon CookTrustindex verifies that the original source of the review is Google. 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.Posted on Caroline ChapmanTrustindex verifies that the original source of the review is Google. 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.Posted on Mickey SewardTrustindex verifies that the original source of the review is Google. Really helpful meeting today to discuss pension plan. Thanks PeterPosted on Fiona Rochez-MaggsTrustindex verifies that the original source of the review is Google. 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.Posted on Tom & JerryTrustindex verifies that the original source of the review is Google. "I have been a client of Price Ferguson since it was founded, some decades past. It is quite simply an excellent source of independent financial advice. When I was in practice as a solicitor, I sent my clients there, sure in the knowledge that they and their families would be looked after. That is, in my experience, the gold standard to be applied when choosing professional advisers"Posted on Marisa ElliottTrustindex verifies that the original source of the review is Google. I have been supported by Price Ferguson for c. six years and cannot fault the service provided.