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

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  • Saltus Partners LLP

    Carshalton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    533
    £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.
    30183
    £100k+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    Carshalton
    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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  • Saltus Partners LLP

    Wallington
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    533
    £250k+
    Can help with
    Pensions & retirement

  • Wingate Financial Planning

    Carshalton
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    192
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Wallington
    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.
    18124
    £150k+
    Can help with
    Pensions & retirement

  • OW Financial Planning

    Carshalton
    FCA verified
    As an Independent Financial Adviser, I truly offer an impartial, independent, whole of market service. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you. Excellent service is my main focus.
    12
    £0+
    Can help with
    Pensions & retirement

  • Leagold Miller Ltd

    Carshalton
    FCA verified
    As your local Independent Financial Adviser based in South London, I am committed to helping you achieve your financial goals and aim to deliver information, advice and solutions which are clear and easy to understand.
    14
    £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.
    348
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Carshalton
    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.
    30183
    £100k+
    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.