Top 10 Independent (IFAs) & Restricted Financial Advisers in Cobham
Lloyd O'Sullivan
CobhamEnhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
Clients
helped175Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentAdvanta Wealth
CobhamWith 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.
Clients
helped614Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
CobhamAHR 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
helped307Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Lloyd O'Sullivan
WeybridgeEnhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
Clients
helped175Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
WeybridgeIndependent, 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
helped32728Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentTom Grunsell at Westminster Wealth
LeatherheadMy 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 IndependentEvelyn Partners
Weybridge"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped17Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedFairstone Group
WeybridgeFairstone 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
helped12437Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Walton on thamesAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentBlack Lion Wealth Management
Walton on thamesWe are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
Clients
helped1380Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified Restricted
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.