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

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  • The Private Office

    Surbiton
    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

  • Bright Blue Wealth

    Surbiton
    FCA verified
    We offer a range of services to help you achieve financial peace of mind, including, Investment planning, Retirement planning, Inheritance Tax planning and Mortgage & Protection Advice with over 25 years of experience.
    92
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Surbiton
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11597
    £0+
    Can help with
    Pensions & retirement
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  • N2 Asset Management Limited

    Surbiton
    FCA verified
    We are an independent boutique firm providing expert wealth planning and advice. We get inspired by our clients, their values, their vision, and their focus. Our purpose is to make a difference, one client at a time.
    35
    £250k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Surbiton
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3973
    £0+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    Surbiton
    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

  • AHR Private Clients

    Thames ditton
    FCA verified
    AHR 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.
    191
    £250k+
    Can help with
    Pensions & retirement

  • Foster Denovo - Mark Beynon

    Surbiton
    FCA verified
    Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
    549
    £0+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Kingston upon thames
    FCA verified
    AHR 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.
    191
    £150k+
    Can help with
    Pensions & retirement

  • Price Ferguson (Esher) Limited

    Surbiton
    FCA verified
    I'm a Chartered Accountant and FCA-regulated independent financial adviser. I advise individuals and businesses on financial planning, investments and tax efficiency. I have more than 20 years' experience working in finance and wealth management.
    52
    £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.