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

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  • Monetary Solutions Limited

    Purley
    FCA verified
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    58
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Purley
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    Croydon
    FCA verified
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    56
    £50k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Coulsdon
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Wallington
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Coulsdon
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement

  • Monetary Solutions Limited

    Kenley
    FCA verified
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    58
    £0+
    Can help with
    Pensions & retirement

  • Live Smart Financial Planning

    Purley
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    15
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Wallington
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    Coulsdon
    FCA verified
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    56
    £50k+
    Can help with
    Pensions & retirement

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.