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

Oculus Wealth Management (Home Counties) Limited

With nearly 20 years of experience advising high-net-worth clients, including 11 years looking after ultra high net worth clients at Coutts Private Bank , I specialise in crafting tailored financial strategies that align with your aspirations.

Tom Grunsell at Westminster Wealth

My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.

Flying Colours Advice

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.

First Sentinel Wealth

Fairstone Group

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.

Tom Grunsell at Westminster Wealth

My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.

The Private Office

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.

Leadenhall Wealth Management

We serve one purpose: to help you make the most of your money.

Lloyd O'Sullivan

Enhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.

Saltus Partners LLP

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.