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

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  • First Sentinel Wealth

    Virginia water
    FCA verified
    257
    £100k+
    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.
    149
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Reigate
    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.
    539
    £250k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Weybridge
    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.
    30280
    £100k+
    Can help with
    Pensions & retirement

  • Owen Salamao at Belvedere Wealth Management

    Addlestone
    FCA verified
    Securing your future. Belvedere Wealth Management is a boutique, independent Financial Advisory, offering unbiased financial planning and advice services.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Esher
    FCA verified
    With 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.
    385
    £100k+
    Can help with
    Pensions & retirement

  • Balance Financial Planning

    Walton on thames
    FCA verified
    We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
    41
    £50k+
    Can help with
    Pensions & retirement

  • Bright Blue Wealth

    Staines upon thames
    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.
    94
    £50k+
    Can help with
    Pensions & retirement

  • Asperand Wealth Limited

    Leatherhead
    FCA verified
    We don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
    48
    £0+
    Can help with
    Pensions & retirement

  • Bramley Financial Planning

    Cranleigh
    FCA verified
    Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
    366
    £250k+
    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.