Top 10 Independent (IFAs) & Restricted Financial Advisers in Epsom

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  • Joss Gale at Westminster Wealth

    Epsom
    FCA verified
    Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Timeline Wealth Management

    Epsom
    FCA verified
    Independent Financial Advice tailored to your aims and objectives. Any work is fully scoped and costed following a full fact finding exercise and prior to your commitment.
    43
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Epsom
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5032
    £50k+
    Can help with
    Pensions & retirement
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  • Quilter Cheviot Financial Planning (London)

    Epsom
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    178
    £500k+
    Can help with
    Pensions & retirement

  • The Private Office

    Epsom
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27402
    £100k+
    Can help with
    Pensions & retirement

  • Jamie Pearson at Westminster Wealth

    Ashtead
    FCA verified
    Expertise. Fairly Priced
    17
    £250k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management Limited

    Worcester park
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    137
    £100k+
    Can help with
    Pensions & retirement

  • Private Office Asset Management Limited

    Chessington
    FCA verified
    Bespoke wealth management, tailored just for you
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Epsom
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17133
    £100k+
    Can help with
    Pensions & retirement

  • Attivo

    Epsom
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    145
    £100k+
    Can help with
    Financial planning

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.