Top 10 Independent (IFAs) & Restricted Financial Advisers in Surrey
Humboldt Financial
LondonAs 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.
Clients
helped1886Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentPermanent Wealth Partners Ltd
West moleseyOur firm was created to give professionals and their families the foundations to invest and have financial peace of mind.
Clients
helped75Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
LondonFlying 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.
Clients
helped18952Minimum
wealth£150k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Hymans Robertson Personal Wealth
LondonGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped127Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentEvelyn Partners
Sutton"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped16Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedOld Royle Wealth Management Ltd
LondonSimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2180Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
Thames dittonAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped307Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentAdvanta Wealth
GuildfordWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped614Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
WindleshamExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7562Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentThe Private Office
LondonIndependent, 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.
Clients
helped32717Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified Independent
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.