Top 10 Independent (IFAs) & Restricted Financial Advisers in Ashtead
Tom Grunsell at Westminster Wealth
AshteadMy 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.
ClientsRecently added
helpedMinimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
LeatherheadFairstone 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.
Clients
helped12445Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
AshteadIndependent, 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.
Clients
helped32771Minimum
wealth£100k+Pensions & retirement+11Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Jamie Pearson at Westminster Wealth
AshteadJamie is a truly independent adviser, that is down to earth, kind and knowledgeable. He has over 16 years' experience, helping a wide range of clients and prides himself on being one of the lead advisers in both his practice and in London.
Clients
helped49Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
AshteadFairstone 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.
Clients
helped12445Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
LeatherheadIndependent, 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.
Clients
helped32771Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentAnderson Sinclair & Co LLP
LeatherheadA family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementRGInitial consultation free FCA verified IndependentAHR Private Clients
LeatherheadAHR 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.
Clients
helped309Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentPiccadilly Wealth Management
EpsomFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped196Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBalance Financial Planning
EpsomWe 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.
Clients
helped59Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent
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.