Top 10 Independent (IFAs) & Restricted Financial Advisers in Dorking
Kieron McLoughlin
DorkingI am a Chartered Financial adviser and Fellow of the PFS, based in Tadworth, Surrey with over 30 years of experience in Financial Services, Pensions & Investments.
Clients
helped15Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
DorkingOur 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.
Clients
helped699Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
DorkingAt 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Piccadilly Wealth Management
DorkingFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped196Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentWingate Financial Planning
DorkingWe specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
Clients
helped233Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
DorkingWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped567Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedFairstone Group
DorkingFairstone 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
helped12439Minimum
wealth£0+Pensions & retirement+5Initial consultation free FCA verified IndependentRoxborough Wealth Management Limited
DorkingWe provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
Clients
helped154Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPiccadilly Wealth Management
BrockhamFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped196Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPeter Brackley - Pinnacle Financial Management Ltd
BetchworthPinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementPInitial 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.